Meet the Team

Meet the Minds Behind OWLFI

Elliot
The Captain

Elliot Omanson

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.

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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.

Aubrey
The Chief Engineer

Aubrey Omanson

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. 

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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, 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.

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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.

Abby
The First Mate

Abby Theis

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. 

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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.