TEAM

OHIO OFFICE

Joseph R. Wilson III, AAMS

President

Joe is the founder of Omega Wealth Private Capital. Joe has spent the last 18 years in the
investment and financial planning industry, spending many years on the inside of several regional
wirehouse firms. That experience allowed Joe to witness firsthand how those large regional firms
handled their clients planning and investment portfolios. This inside experience developed in Joe a
burning desire to do things differently when he had his own firm.

Joe’s determination to remove the “Wallstreet Jargon” allowing clients to understand what they own and why they own it. He believes that truly understanding your retirement plan is the difference between being and staying retirement ready.

On weekends you can find Joe watching John Wayne movies on a rainy day or playing golf with his wife Angela of almost two decades and watching their two kids playing in a college golf tournament. They are truly a golf fam.

Kelsey Albrinck

Director of Operations

Kelsey is a proud graduate from The Ohio State University. As a member of the rowing team she helped the Buckeyes to 3 consecutive NCAA National Championship titles! As an avid traveler, Kelsey spent 2 years in Australia. After moving back from Australia, Kelsey became a certified personal trainer and also obtained her life & health insurance license. Kelsey brings her championship knowledge of team work, dedication and relentless hard work to our team as Director of Operations for Omega Wealth Private Capital. Kelsey lives just outside downtown Cincinnati and enjoys Cincinnati’s great parks and amazing local coffee shops. If you need a good restaurant recommendation, Kelsey know all the main spots around our beautiful city.

Brad Johansen

Media Communications Specialist, Advisor

Brad brings 40 years of award-winning communication expertise as a master storyteller in newsrooms and broadcast booths across the country. Brad now has turned his attention to helping the modern retiree learn more about how to be and stay retirement ready by hosting WI$E MONEY for Omega Wealth Private Capital. Brad’s ability to get to the heart of the story has earned him 24 Emmys and more than 50 local and national journalism awards. He’s been recognized for his breadth of talent that began with him being named the #1 Speaker in the Nation as a collegiate forensics competitor at Bradley University. Brad’s writing skills are prolific, being awarded multiple times by the Associated Press as the year’s best broadcast writer. He has produced award winning documentaries, investigative reports, light features, news anchoring, sports anchoring, and play-by-play.

Julee Cifani

Assistant Director of Operations

Julee is a lifelong Ohioan with a bachelor’s degree from the University of Toledo and a master’s degree from Bowling Green State University. She comes to Omega Wealth Private Capital with a background in elementary education as well as executive administration and donor engagement in the nonprofit sector. She brings a strong faith, a strong work ethic, and a strong desire to help others both in and out of the office. Having lived on both ends of the state, Julee cheers for the Cleveland Guardians and the Cincinnati Bengals. When not at work, she can be found in her running shoes on the Loveland Bike Trail or wherever she can find an open pickleball court.

Alyssa Davis

Business Development Associate

Alyssa is a bubbly Cincinnati native who loves making personal connections with everyone she meets – including our clients! Her unique career experience in sales, human resources, event coordinating, and hospitality brings a variety of skills and warmth to the Omega Wealth Private Capital office. Alyssa stays busy outside of work surrounded by nature, enjoying live music, and sharing quality time with her loved ones. Cooking is her passion and you will find her hosting for friends and family whenever she can. In her spare time this foodie also creates and caters beautiful charcuterie grazing tables for weddings and other events around Cincinnati. Positivity is what drives her and she hopes to spread some of that in small ways every day.

Keith Lewis

Financial Advisor

Keith is a proud graduate of Purdue University. Having been a Cincinnati resident for over 25 years, he comes to Omega Wealth Private Capital with over 20 years of experience in sales, finance, and insurance. His desire to educate and assist people throughout retirement brought him to our team as a Wealth Advisor.

As an avid follower of Purdue sports, Keith can be found cheering on the Boilermakers whenever they play. He is also a fan of the Bengals and holds season tickets to FC Cincinnati. On weekends, Keith can be found on the walking trails of one of Cincinnati’s many great parks or volunteering at a local animal shelter in Batavia.

Gaar Ertel

Financial Service Specialist/Paraplanner

Gaar discovered his passion for finance and helping people during his time as a proud Boilermaker at Purdue University. Over the years, he’s had the privilege of sitting down with hundreds of individuals, helping them navigate their unique financial plans. Gaar takes a personalized, hands-on approach to every client interaction, helping them be and stay retirement ready.

During his free time Gaar enjoys pushing his body in the gym and playing several sports. Gaar loves to travel and explore new places across the globe.

KENTUCKY OFFICE

Doug Ducker

Financial Advisor

With over 15 years of experience in the financial industry, I have developed a deep passion for retirement planning. My wife and I are proud lifelong residents of the Fort Wright, Kentucky, area, and we have been happily married since 2008. Together, we are the proud parents of three wonderful children, who are the apples of our eyes.

In addition to my professional commitments, I cherish spending quality time with my family. We enjoy attending Bengals games, cheering on FC Cincinnati, and creating lasting memories on family vacations. We are actively involved in our children’s lives, supporting them in school sports and various events. On weekends, you can often find me on the soccer fields, coaching and mentoring young athletes as they navigate their journeys in life.

Rachel Marsh

Operations Specialist - Kentucky Office

Rachel Marsh lives in Edgewood, KY, with her husband, Anthony, their 8-year-old twins, a dog named Griffey, and four turtles. Her daughter enjoys soccer and art, while her son has a passion for baseball and Boy Scouts. When they’re not attending youth sporting events, you can often find them playing pick-up basketball, baseball, or soccer together.

With a background in finance and event planning, Rachel brings a unique blend of expertise and creativity to her role at Omega Wealth. She is excited to combine these skills to deliver exceptional client interactions at the Kentucky office.

INDIANA OFFICE

Phillip Hogan

Wealth Advisor

Phillip Hogan is a seasoned financial professional with over 10 years of experience in the industry. He brings his expertise to Omega Private Wealth, where he focuses on helping clients build comprehensive, holistic retirement plans tailored to their unique goals and lifestyles. Phillip believes in a personalized approach that addresses every aspect of a client’s financial picture, from investment strategies to tax and legacy planning. He graduated from Anderson University with a degree in marketing and was a four-year student-athlete on the men’s basketball team. Outside the office, Phillip enjoys staying active by working out and catching his favorite sports teams in action. He and his wife, a dedicated nurse practitioner, are proud parents to two energetic young boys. Phillip is also passionate about giving back and volunteers regularly, including reading to students at local schools and supporting youth mentorship programs through different organizations.

Destiny Dye

Operations Specialist

Destiny Dye is a highly dedicated professional with a diverse background in customer service, spanning several industries, including healthcare, legal, technology, and finance. Originally from Arizona, she has spent much of her life in Indiana. Destiny is also a proud mother of two. Her 10-year-old daughter is an active participant in both her softball team and cheer squad, while her 4-year-old son has a passion for fishing, often competing in tournaments, along with his love for video games. Between games, tournaments, and exploring new activities within the community, her children keep her busy. Throughout her life, Destiny has been deeply committed to helping others, always striving to brighten others’ days and provide meaningful assistance.

Randall Witte

Director of Marketing

As our Director of Marketing, Randall brings a unique point of view to Omega Wealth Private Capital. Growing up heavily engrossed in punk rock music, the style and attitude of the culture informed him of the power of story, humanity, integrity and unvarnished honesty. Randall has designed vinyl records for some of his favorite punk bands and has a vast marketing and design background. He has worked with large corporate automotive clients, state universities, and branded businesses in many different industries.

Randall leverages his many years of experience, passion and “truth in advertising” marketing philosophy to show our clients who we really are, unapologetically.

When Randall isn’t visualizing our marketing campaigns, he is spending time with the love of his life, Holly and her two children. Together they enjoy going to punk rock shows, art museums, and tending to their home.

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