Get to Know
Your Omega Team
Your Omega Team
Holistic Transition Planning
Our purpose and passion is to have a positive and significant impact on our clients, community and the profession.
Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®, CPWA®
PRESIDENT • Founding Partner • Senior AdvisorJared Jones, CFP®, CeFT®, CIMA®, RLP®
Managing Partner, Director of InvestmentsSenior AdvisorDavis Gardner, CFP®, CeFT®, RLP®
Lead AdvisorSaki Kurose, CFP®, CSLP®
Associate Financial AdvisorAndrew Mehari, CFP®, MBA
Managing Partner, Chief Compliance Officer, Integrator™Director of Operations, Compliance & TechnologyEvelyn Ovando-Flores
Investment Advisor RepresentativeCLIENT SERVICE SPECIALISTCarol Kulmayer
OFFICE MANAGERLet's make your vision a reality.
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