OWL Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Brian Wilverding

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Visit Brian Wilverding's website
Advisor photo for Nikolas H Okita

Nikolas H Okita

CRPC, AAMS®, AWMA®, CIMA®

Private Wealth Advisor

Managing Director
Visit Nikolas H Okita's website


Team

Karen Yi

Karen Yi

Registered Client Service Associate,

Practice Manager
Nathaniel Hurst

Nathaniel Hurst

Registered Operations Leader

Heidi Martinez

Heidi Martinez

Registered Client Service Associate,

Practice Manager
Ricardo Romero

Ricardo Romero

Lead Client Service Associate,

Practice Manager