Today we have two special guests from Omega Wealth Management in Arlington, VA: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director of Investments. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide financial planning services the way she truly wanted to. You will also hear Jared touch on how he secured a position at Omega, as well as several of the ...
Nov13![Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer](https://newplannerrecruiting.com/wp-content/uploads/2020/11/NPP009-1250x600.png)
![Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer](https://newplannerrecruiting.com/wp-content/uploads/2020/11/NPP009-1250x600.png)