Lisa graduated from Stanford University with honors in International Relations and is an active music parent (band and orchestra!), skier and hiker. Lisa resides in Arlington, Virginia with her husband and three (including twins almost-in-college and one almost-finished-college) boys. She is involved in building a financial education program for the Episcopal Diocese of Washington and currently volunteering time to support families facing the financial challenges of cancer through the Foundation of Family Financial Planning. Over the years, she has held numerous leadership roles in various local professional communities.

On a Lighter Note:

Why I work for Omega: Because I own it! But really it’s because I wanted to have the opportunity to provide financial planning advice to my clients in a way that I believe it should really be done- holistic & comprehensive.

What I do here at Omega: I’m the Founder, Mentor and Coach. I provide strategic financial life planning advice and coaching to our clients. I am mentoring our associates to become the best planners they can be.

Results from Kolbe: 5582- Guide, Discover, Imagine, Envision
I help our clients discover their true strengths and most deeply held values and vision and then help them imagine the possibilities and guide them to that integration of their values, vision and wealth. As one client also said, you “help us look several mountaintops ahead to what’s possible and what they should be planning for.”

Results from Strengthsfinder: Activator (I help make things happen), Individualization (I am able to see the unique gifts and talents that each person has), Empathy (I am able to connect with people at a deep level), Connectedness (I can see how everything fits together and I am all about integrating!), and Communication (I am good at communicating what people are thinking and feeling, and in distilling the essence of what’s most important).

Personal Interests/Passions: My life purpose is to have a positive and significant impact on as many people as possible while I’m on the planet…through my financial life planning work, through coaching & mentoring, by just helping people to see their light and possibilities. On an even “lighter” note…I LOVE the mountains- hiking, skiing, just being there!

Fun Fact: Lisa plays classical percussion in her husband’s community concert band and all three sons are musicians.