Naomi S. Roberts
NAOMI S. ROBERTS
AWMA®
Director Of Operations
CLIENT FOCUSED
PERSONAL CONNECTION
STRONG COMMUNICATOR
PROACTIVE STRATEGY
DETAIL ORIENTED
THOUGHTFUL APPROACH
Client focus and satisfaction are at the heart of Naomi’s role as Director of Operations. A passion for people and building strong, lasting partnerships drives Naomi to thoroughly listen to and engage with each client to ensure responsive service.
In her role, Naomi oversees all aspects of Yarger Wealth Strategies’ day-to-day operations, including account administration, money movement, and reporting. She is dedicated to anticipating client needs and ensuring all business is executed accurately and efficiently.
With nearly 20 years of experience in the financial services industry, Naomi brings to our firm expertise in operations and compliance as well as planning. Naomi is an Accredited Wealth Management Advisor℠ and holds Series 6, 63, 65, and 7 securities licenses. She is also a Notary Public.
Naomi is fueled by her faith and her family; passionately supporting missions work locally and internationally. A Westerville resident, Naomi is devoted to her family and loves sharing new adventures with her grandkids.