Meet the Team

Meet the Minds Behind OWLFI

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Captain

Elliot Omanson

Elliot, OWLFI’s Captain and Chief Communicator, leads with expertise in financial strategy and client engagement. A military veteran, he thrives in high-stakes environments, empowering clients with sound investment strategies. With a passion for problem-solving and leadership, he simplifies complex financial concepts, helping business owners and individuals achieve lasting financial security and peace of mind.

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Elliot is the Chief Communicator and Captain of the OWLFI ship, steering the firm with his expertise in financial strategy and client engagement. His superpower is communication, whether he’s guiding the team, attracting new clients, reviewing financial plans, or recording Murphy’s Market Minute, the OWLFI Podcast, and Ride$hare.

A veteran of three military tours in the Middle East, Elliot developed a deep passion for helping others in high-stakes environments. That same drive fuels his work in financial services, where he empowers clients by providing security and confidence through sound investment strategies.

As an Investment Advisor with Series 66, and Life & Health licenses, Elliot learned the power of financial planning firsthand at Sage Financial Inc. After years of experience, he acquired the firm and rebranded it as OWLFI Strategic Advisors, merging conservative values with effective financial solutions.

Elliot thrives on problem-solving, leadership, financial strategy, and helping clients and business owners make informed decisions. His ability to communicate complex financial concepts with clarity makes him a trusted advisor. At OWLFI, his mission is clear—to help clients, especially business owners, achieve financial security and peace of mind.

Abby
The First Mate

Abby Theis

Abby is the engine behind OWLFI’s operations, streamlining workflows, managing key transactions for Elliot, and driving process improvements. Abby is the master of seamless execution and efficiency. As a former paralegal, her organization and client relations skills are off the charts. Passionate about helping business owners, Abby is dedicated to enhancing productivity and supporting OWLFI’s continued success.

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Abby plays a pivotal role in ensuring that OWLFI runs smoothly. Her superpower is anticipating needs before they arise, juggling multiple priorities with precision while maintaining a seamless client experience. She is the engine behind our Captain’s execution, allowing Elliot to focus on high-level strategy while ensuring productivity and profitability continue to grow.

With a background as a paralegal, Abby brings exceptional organizational skills, adaptability, and attention to detail to her current role. She streamlines CEO workflows, manages administrative operations, and handles critical financial tasks for Elliot.

Passionate about helping business owners, Abby thrives on client relationships, finding deep satisfaction in their gratitude and the trust they place in OWLFI. She is also a key driver of process improvement. Looking ahead, she is excited to continue supporting business owners and refining the firm’s operational efficiency for even greater success.

Aubrey
The Chief Engineer

Aubrey Omanson

Aubrey is OWLFI’s nurturing force, blending leadership, problem-solving, organization, and execution. With expertise in insurance underwriting and annuities, she excels in client onboarding and financial planning. Known as the "OWLFI mom," she creates a welcoming, supportive environment, guiding clients toward financial security with care and expertise while continually expanding her knowledge in high-net-worth and B2B strategies.

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A nurturing force at OWLFI, Aubrey pivots between tasks with the precision and organization of an engineer. Her role is a hybrid of leadership, problem-solving, and hands-on execution. Her organizational skills have been a key factor in OWLFI’s growth.

With a strong background in insurance underwriting and annuities she is highly proficient in client onboarding, policy servicing, and trust implementation. Her deep understanding of financial planning allows her to assist clients in securing their futures with confidence. She continually expands her knowledge, particularly in strategies for high-net-worth individuals and B2B financial planning.

She is known for her unwavering commitment to clients and her ability to create a welcoming, supportive environment. Affectionately called the "OWLFI mom," she ensures clients feel valued and understood as they transition into retirement, guiding them through financial strategies with warmth, professionalism, and expertise.

Nathaniel
Chief Navigator

Nathaniel Vossman

Nathaniel is a problem-solver and strategist, driving OWLFI’s digital growth. As the implementor behind the OWLFI Podcast, he excels in research, scripting, and content creation. A skilled marketer and junior financial advisor, he enhances OWLFI’s online presence with bold strategies and authentic engagement, ensuring the brand leaves a lasting impact.

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Nathaniel is a problem-solver and strategist, committed to spreading OWLFI’s influence across the internet. He thrives on taking bold leaps, knocking out goals, and launching a new project from scratch. He is the strategist behind the OWLFI Podcast.

His superpower is adaptability — he does whatever needs to be done to help grow OWLFI’s reach and reputation. Passionate about politics and finance, Nathaniel enjoys researching, scripting, and producing podcasts, ensuring OWLFI provides valuable, engaging content. His eye for authenticity and human connection drives his work, shaping content that resonates with audiences. A driven marketer, as well as a junior financial advisor, he is dedicated to building OWLFI’s digital presence and expanding its influence. Initially joining the firm in an administrative role, he later transitioned into marketing and content creation, managing social media strategy, research, and podcast development.

With a vision for digital impact, Nathaniel hopes to leave a lasting mark by elevating OWLFI’s presence and ensuring that every interaction leaves a positive, lasting impression. Looking ahead, he’s excited about growing OWLFI’s online reach and reshaping how the world perceives the brand.

Daniel Weston
Quartermaster

Daniel Weston

Daniel supports a range of back-office operations at OWLFI. With a background in the banking industry, he brings a detail-oriented and service-driven mindset to every task. Over eight years, he advanced from teller to banker, gaining experience in audit functions and earning an invitation to a financial institution’s management program.

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Daniel supports a range of back-office operations at OWLFI. With a background in the banking industry, he brings a detail-oriented and service-driven mindset to every task. Over eight years, he advanced from teller to banker, gaining experience in audit functions and earning an invitation to a financial institution’s management program.

His branch consistently ranked as a top performer, recognized for its teamwork and success in sales campaigns—an experience that shaped Daniel’s proactive, results-oriented approach. He brings that same mindset to OWLFI, valuing structure, efficiency, and accuracy in everything from internal processes to client support. Daniel has a strong focus on audit and filing practices and takes pride in staying organized and ahead of schedule. He doesn’t wait for a deadline to get started—he gets things done right and gets them done early.

Rip768x512
Chief Morale Officer

RIP

A four-year-old Airedale Terrier with Canadian roots and a cowboy name, Rip brings loyalty, toughness, and energy to every adventure. Inspired by Rip Wheeler from Yellowstone, he lives up to his namesake’s spirit—always ready for action, whether that means chasing squirrels, keeping watch, or holding down the office with his steady presence.

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A four-year-old Airedale Terrier with Canadian roots and a cowboy name, Rip brings loyalty, toughness, and energy to every adventure. Inspired by Rip Wheeler from Yellowstone, he lives up to his namesake’s spirit—always ready for action, whether that means chasing squirrels, keeping watch, or holding down the office with his steady presence.

As the self-appointed guardian of a ten-acre ranch, Rip oversees a lively household that includes three other Airedales, a golden lab, a chihuahua, two cats (who keep him humble), and one very patient bunny. Despite his rugged image, Rip’s favorite job is accompanying his human to the office, where he offers quality control through belly rub requests and maintains security with enthusiastic patrols.

Rip thrives on loyalty, companionship, and a healthy mix of work and play. His sharp instincts, playful energy, and ability to boost morale make him a trusted member of the team. At OWLFI, his mission is simple—keep spirits high, protect the pack, and remind everyone that sometimes the best strategy is to work hard, play harder, and nap hardest.