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 client's financial situation, and provide an integrated financial program to help them reach their financial potential. 

 

 Steven Pagartanis, LUTCF, RIA

Our Founder and Senior Planner, has been in the financial services industry for over 20 years. Steven specializes in macro-economic financial planning. His innovative approach to finance has been recognized by industry professionals and clients alike. He has mentored many colleagues in the art of personal finance. He is a qualifying member of the Million Dollar Round Table. In 2005, 2006, 2007, 2008, 2009 and 2010 Steven was presented with the Top Advisor Award given by Cadaret Grant and Company for his outstanding accomplishments. He serves on the Board of Directors for the World Adhesion Foundation.

Kathy Pagartanis

Our Director of Marketing, Kathy Pagartanis develops and implements advertising and promotional strategies and materials for product and service awareness. She manages the initiation and execution of marketing campaigns for product recognition and satisfaction. By producing the newsletter, overseeing social media and planning community events she provides constant public awareness of the benefits of Omega Planning’s services. Kathy has a degree in Applied Science and a background in business management and advertising. She is a notary public and volunteers for the World Adhesion Foundation. 
 
 
 
   

Debra Tringali

Debra Tringali, our Director of Business Development, has over 18 years of business and marketing experience. Debra has built a network of business relationships through her honest, warm and professional manner.

Her attention to detail through creative marketing events has proven successful in nurturing her business relationships. She is an active community member for over 25 years and volunteers for many organizations. Debra holds a Bachelors degree from SUNY Plattsburgh and is actively involved in local business chambers and networking organizations.

 

Lisa Cusumano

 Our expert in Elder Needs, Lisa Cusumano is an innovator in the field of Advanced Care Planning and Elder Care. She is motivated by her investigative spirit, empathy and enthusiasm to push the standard of acceptable care and advocate for her clients. Her passion comes from witnessing her family’s struggle to care for their aging relatives and working for an Elder Law Attorney and as a Geriatric Care Manager. Her dedication is measured by attaining numerous certifications and membership in The American Society on Aging, The Gerontological Society of America, The International Society of Advanced Care Planning and End of Life Care. She holds a BA in Human Development and is pursuing an MA in Human Development/Gerontology
 
 
 
   

© 2008 Omega Planning Associates | 100-31 S. Jersey Avenue | Suite 31 | E. Setauket, NY 11733
Member NASD/SIPC • Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.
Member FINRA, SIPC and Registered Investment Advisor. Omega Planning Associates and Woodbury Financial Services, Inc. are not affiliated entities.