Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Nikolas H Okita

Nikolas H Okita

CRPC, AAMS®, AWMA®, CIMA®

Private Wealth Advisor

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

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Learn more about Brian Wilverding Visit Brian Wilverding's website
Advisor photo for Jean-Charles Lebours

Jean-Charles Lebours

CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Jean-Charles Lebours Visit Jean-Charles Lebours's website
Advisor photo for Kenneth Lee

Kenneth Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kenneth Lee Visit Kenneth Lee's website

Diego Cappiello

APMA®, CRPC

Registered Practice Associate

Learn more about Diego Cappiello Visit Diego Cappiello's website
Advisor photo for Karen Yi

Karen Yi

CRPC

Registered Practice Associate

Learn more about Karen Yi Visit Karen Yi's website
Advisor photo for Ying Wang

Ying Wang

APMA®, CRPC

Financial Advisor

Vice President
Learn more about Ying Wang Visit Ying Wang's website


Our team

Ricardo Romero

Ricardo Romero

Lead Client Service Associate,

Practice Manager
Heidi Martinez

Heidi Martinez

Registered Client Service Associate,

Practice Manager
Jessica Combe

Jessica Combe

Registered Client Service Associate,

Marketing Specialist
Gaurav Kumar

Gaurav Kumar

Client Service Associate,

Practice Manager