I hold a bachelor’s degree from Rice University, a Master of Music degree from Cleveland State University, and a Certificate in Financial Planning from Boston University. I obtained the CFP® Certification in 2022 and am also a Certified Student Loan Professional®.

I have given presentations to groups financial professionals as a top expert on student loan planning and is a contributor for Kiplinger.

On a Lighter Note:

Why I work for Omega?  I am passionate about helping clients gain clarity and achieve financial success by creating a financial plan that aligns with their values and goals. I believe that Omega’s comprehensive Financial Life Planning approach helps create a unique financial plan for each client that integrates values, vision, and wealth.

What I do here at Omega: As an Associate Financial Advisor, I review and prepare meeting materials, help coordinate client advice with other professionals, and create financial life plans.

Results from Kolbe & StrengthsFinder:
Kolbe: 8815
StrengthsFinder: Learner, Achiever, Discipline, Analytical, Harmony

Personal Interests & Passions: While away from the office, I like to cook and enjoy great food and wine!

Fun Fact: I was a professional violinist before I was a financial planner. I still enjoy performing in symphony orchestras.