Ona is a Certified Financial Planner™ practitioner with more than 29 years of experience in the financial services industry. She is the lead of our Financial Planning team at VWG Wealth Management. She enjoys helping high net worth individuals and families define and meet their financial goals and objectives. Ona works closely with VWG clients to understand their current financial situations and provides recommendations to help them achieve their financial goals. Her attention to detail and her broad knowledge of tax, insurance, financial plan modeling, and estate planning are integral to her passion for helping clients.
Ona is originally from the Chicago area and graduated from Marquette University, where she received a Bachelor’s degree in Accounting. She received her Master’s in Taxation from George Mason University. Ona is a Certified Public Accountant and a Personal Financial Specialist through the American Institute of CPAs (AICPA).
Ona lives in South Riding, Virginia with her husband, Ben, their five daughters and their black Lab, Wrigley. She enjoys the Cubs, baking, gardening and traveling.