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About Omega Planning Associates

 
Our industry affiliations allow us to offer clients industry-leading products, backed by some of the largest companies in the country. However, the most important thing we bring to our clients is a planning process that allows us to help clients completely understand their financial situation and develop an effective approach designed to maximize their financial potential.

Using the Lifetime Economic Acceleration Process
, we have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis, and planning, a personal program is developed that can leverage all aspects of a clients' financial situation. This allows us to provide an integrated program to help them reach their financial potential. Our new and exciting tool, Wealth in Motion™ will show you multiple scenarios of your actual financial future in REAL-TIME.

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Steven Pagartanis, LUTCF Steven Pagartanis, LUTCF, IAR - Founder and Senior Planner

Steven Pagartanis is founder and senior planner of Omega Planning Associates. He has been in the financial services industry for twenty five years. He has worked with some of the nation's largest financial firms and specializes in
macro-economic financial planning. Steven is a mentor to his colleagues in the art of personal finance and is committed to helping clients with solid investment strategies and products.

Steven's innovative approach to finance has been recognized by industry professionals and clients alike. He is a qualifying member of the Million Dollar Round Table and was presented with the Top Advisor award for six consecutive years, including 2012. He is a recipient of the 2012 Eagle Circle Award and has appeared on Channel 12 News L.I. Talks regarding College Funding/Financial Aid. Steven created and manages a network group, The Network Team (TNT). He is dedicated to community service in the Three Village community and through his Lodge. Steven also enjoys traveling with his family and martial arts.
Kathy Pagartanis Kathy Pagartanis - Director of Marketing and Advertising

Kathy develops and manages advertising and promotional strategies by creating the media kits, advertisements, brochures and newsletters. She continually provides public awareness of the many benefits of Omega Planning Associates numerous services. She oversees the website, social media, and adds to cultivating the community through planning community events. Kathy ensures her clients are receiving the finest services and current information by researching the market.She acknowledges every new client through a special program she created. Kathy holds a degree in Buying/Marketing, Certification in Geriatric Care Management and is a Notary Public. She also assists in managing their network group; The Network Team (TNT). Kathy is interested in alternative medicine, enjoys traveling, concerts and shows with her family.

       
Ellen DoerlerEllen Doerler- Executive Assistant

Ellen has thirty years experience as an Executive Assistant, most notably for an International Financial Company. She provides strong office support with excellent customer service skills and a friendly demeanor. Ellen handles record keeping, manages Omega's calendars, processes client transactions, data management and prepares presentations. She is a Notary Public and enjoys tennis, cooking and traveling with her family.

 
Ellen DoerlerAshley Pagartanis - Financial Planning Intern

Ashley is attending Hofstra University where she is currently pursuing a Bachelor's Degree in Finance. She works closely with our senior planner, Steven Pagartanis and excels in researching funds and designing financial models. Ashley is a First Degree Black Belt in Shaolin Kempo and enjoys painting, photography and traveling with family and friends.

 
   
Ellen DoerlerDavid Gersch- Sales Representative

David's expertise is in the financial field where he has been providing exceptional service and dedication to his clients for over nineteen years. He has worked in the banking industry holding several positions from Branch Manager to Assistant Vice President. David has received multiple awards for Top Performing Sales Branch in NY, is licensed in Life Insurance and is a Notary Public. He is the membership chairperson for the 3VChamber of Commerce and serves on the Board of Directors for the Rocky Point Soccer club. In his spare time, he coaches both of his children's teams and enjoys spending time with his family.

 
 
   
   
   
 
    

100 N. Country Road, Suite 1, Setauket, NY 11733. 
Securities offered through Lombard Securities, Inc. member FINRA/SIPC.