Our Associates
Founded in 1985, the Omega Financial Group is a team with over 140 years of financial services experience. Through those years, we have guided our clients through many historical and economic situations, as well as very specific events that have impacted our clients on a very personal level. Our high level of client service is designed with a goal to help you develop, prioritize, and reach your unique financial goals.
George Koumoutsos, CLU, ChFC, LUTCF
Lindsay Landin, CFP®, MS, CDFA™
Teresa Graner
Christopher Field
Romaine Koumoutsos
Sanja Sedlak
Donicia Davis
Steven Snyder
George Koumoutsos, CLU, ChFC, LUTCF*
Founder and CEO
georgek@omegafinancialgroup.com
Financial Professional Since: 1978
Focus: Insurance and Investment Planning, Charitable Giving, Retirement Planning, Tax Management, and Social Security and Medicare Planning
Bio: With over 40 years in the financial services industry, George has helped guide his clients through many rough times: Black Monday, the tech bubble and collapse, 2008, and most recently, the pandemic.
These experiences helped George develop strategies that address real life situations. Whether just starting your career or preparing for retirement, working with someone who has the experience to guide you through the rough times could be the best financial decision you could make.
George is married with three children and seven (and counting) grandchildren. He enjoys playing music as a hobby. In 2021, he was privileged to work with Cincinnati Children's Hospital to establish The Melody Makers Music Therapy Charitable Fund which was established to help promote the healing powers of music in Cincinnati and other cities throughout the country.
Lindsay Landin, CFP®, MS, CDFA™*
Financial Professional
lindsayl@omegafinancialgroup.com
Financial Professional Since: 2003
Focus: Comprehensive Financial Planning, Retirement Income Planning, Investment Portfolio Analysis, Divorce Planning, Social Security Planning
Bio: Lindsay officially joined Omega in 2020 continuing to serve her clients in her practice in Texas. Her background in data analysis and financial planning has been well received in helping our clients see "the big picture" in retirement, as well as many other financial decisions along the way. She is heavily involved in integrating our technology tools to support our clients both near and far, increasing our geographic area in whom we can serve.
Lindsay graduated from the University of North Texas with a Bachelor's in Entrepreneurship and Strategic Management and holds a Master's Degree in Data Science from Southern Methodist University. She also holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst designations.
In her personal time, Lindsay loves spending time with her husband Jared and children Roman and Mila, as well as exploring the world, running both roads and trails, reading great books (particularly biographies), and cooking adventurous things from scratch.
Teresa Graner*
Financial Professional
teresag@omegafinancialgroup.com
Financial Professional Since: 1983
Focus: Retirement Planning, Investment Planning for Individuals and Families
Bio: Teresa joined Omega in 1995 after having already gained invaluable experience at multiple stock brokerage firms, including Smith Barney. Her knowledge of financial service operations and stock portfolio construction was a clear asset to Omega and its clients, and she quickly transitioned from assisting advisers with back-office responsibilities and equity coordination to helping clients directly. Teresa's long-lasting client relationships are indicative of her commitment to service and remaining focused on what matters most in her clients' financial lives. Whether it's helping a long-term client retire or start a new client on the road to investing for the future, Teresa's depth and experience give clients confidence.
Teresa moved to Northen Kentucky from Pittsburgh in 1995, and lives with her husband Chris and two sons. When she is not busy with her boys' activities, she enjoys cooking, reading, and listening to music.
Chris Field*
Financial Professional
chrisf@omegafinancialgroup.com
Financial Professional Since: 2017
Focus: Insurance Planning, Investment Planning, College Planning
Bio: Chris Field joined Omega in 2017 after working in the nationally recognized TriHealth integrated health system as a corporate wellness specialist. Using that same desire to help others through education with transparent guidance, Chris helps Omega implement many of our insurance and savings strategies. His background in the Cincinnati health care system is key in helping our medical professional clients coordinate their multiple benefit and retirement options. Chris was born and raised in Cincinnati, and he graduated from the University of Cincinnati with a BS in Health Science.
Chris and his wife have three beautiful children and enjoy family activities. He enjoys the outdoors and is an avid runner.
Romaine Koumoutsos
Office Manager
romainek@omegafinancialgroup.com
Bio: Romaine is a part-time member of the Omega Financial Group Team. Romaine effectively balances the office billing, correspondence, filing, supplies, and other important tasks required to keep the day-to-day operations going smoothly.
She is married to George Koumoutsos. They have three grown children and seven grandchildren. "Ro" enjoys spending time with her grandchildren, friends and family, doing puzzles, volunteer work in her community, and traveling.
Sanja Sedlak
Administrative Assistant
sanjas@omegafinancialgroup.com
Bio: Sanja moved to Cincinnati from Germany in June 1998. She graduated from Ohio University in 2009 with a Bachelor of Science in Human and Consumer Sciences. She has worked in the finance industry since 2001 and joined the Omega Financial Group team in March 2023. She is committed to excellence and works diligently to ensure client satisfaction.
Sanja is a mother to a little boy who keeps her very busy. They love to travel and explore nature. She enjoys watching his sporting events and spending time with family and friends. When she does have some time to herself, she likes to go thrift shopping for treasure finds.
Donicia Davis
Administrative Assistant
doniciad@omegafinancialgroup.com
Bio: Donicia Davis was born and raised in Northern Kentucky and has since purchased property in Bethel where she plans to eventually build her forever home and raise a family. She previously worked in the Non-Destructive Testing field before switching to the financial sector in 2022. Donicia is meticulous and strives to ensure client satisfaction.
Donicia married her husband, Eric, in 2023 and are expecting their first child in June 2024. In her free time, Donicia enjoys spending time with friends and family at camp, enjoying the peaceful bliss of her property, scuba diving and cheering on the Cincinnati Bengals. WHO DEY!
Steven Snyder
Administrative Assistant
stevens@omegafinancialgroup.com
Bio: Chances are that if you are due for a review, you will be hearing from Stevie! On top of proacticely reaching out to clients to schedule their appointments, Stevie helps us keep many of our back office opearational system going and organized. When he's not applying his upbeat attitude to our office, he is with his family, roasting coffee for Luckman Coffee, or performing as part of the local band, Backbeat. If you come to the office, and ask for coffee, that coffee was roasted by Stevie!