OWL Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for OWL Wealth Management
Team photo for OWL Wealth Management

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Advisors

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Visit Brian Wilverding's website

Todd Volkart

APMA

Financial Advisor

Managing Director
Visit Todd Volkart's website

Nikolas H Okita

CRPC, AAMS, AWMA℠

Private Wealth Advisor

Managing Director
Visit Nikolas H Okita's website


Team

Anehid Ruiz

Anehid Ruiz

Client Service Associate,

Marketing Specialist
Karen Yi

Karen Yi

Registered Client Service Associate,

Practice Manager
Nathaniel Hurst

Nathaniel Hurst

Registered Operations Leader