I graduated from Virginia Tech with a Bachelor of Science in Finance with a concentration in the Certified Financial Planning® track in May 2015.

I was awarded the CFP® designation in May 2017.  In October 2018, I completed the necessary requirements to become a Certified Financial Transitionist®.  This body of knowledge has led to an interest in working with clients who experience early sudden wealth.

Most recently, after completing graduate-level course work through Yale School of Management’s executive education program and passing a rigorous exam, I earned the Certified Investment Management Analyst® designation in August 2019.  The CIMA® designation represents an in-depth knowledge of investment management, portfolio construction, and a commitment to maintaining a fiduciary standard.

On a Lighter Note:

Why I work for Omega? Since the 10th grade, when I took my first personal finance class, I knew I wanted to be a financial planner. At Omega I’m able to practice my passion every day. With our hands-on approach to Financial Life Planning, I have a unique opportunity to get to know our clients’ dreams and goals. With this information I’m a part of developing a Financial Life Plan that helps them achieve these dreams and goals. I find great satisfaction in helping others and enjoy watching them achieve their goals.

What I do here at Omega: As a Lead Advisor, it’s my job to be an initial point of contact for our clients, helping answer any concerns or questions. I’ve also developed a unique program geared specifically towards working with the next generation of our client base, and young professionals called SmartStart™.

Results from Kolbe & StrengthsFinder:
Kolbe: 8632
StrengthsFinder: Harmony, Context, Adaptability, Maximizer, and Consistency

Personal Interests & Passions: In my spare time, I enjoy reading (mostly non-fiction) and attending Virginia Tech football games. I come from a long line of Hokies and my first game was when I was 4 months old (we won that day)!

Fun Fact: When I was 16 my family moved to Hawaii for a little over a year. I was able to spend my Junior year of high school on Oahu – a memory I’ll never forget!