Lisa Kirchenbauer

President, Omega Wealth Management

For Lisa Kirchenbauer, helping clients and advisers lead fulfilling professional and personal lives is deeply personal.

For Lisa Kirchenbauer, helping clients and advisers lead fulfilling professional and personal lives is deeply personal.

"I think my life mission is to have a positive and significant impact on as many people as I can while I'm on the planet," Ms. Kirchenbauer said.

Three decades ago, while working at a brokerage as a sales assistant, Ms. Kirchenbauer shifted to financial planning after being intrigued by the process. In 1999, she launched her own firm to focus on financial life planning, which she describes as blending the technical with the personal.

"The kinds of discussions and conversations I have with clients are transformative," Ms. Kirchenbauer said. "It might be the first time a client realizes they can do something special that they thought was impossible."

Her fellow advisers benefit from her expertise through the mentorship and training she provides through the Kinder Institute of Life Planning. She also works with financial planning students to help them prepare for careers in the industry.

— Sarah O'Brien

2018 Winners
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