The OWLFI Team

Your Personal CFO

ELLIOT OMANSON

SENIOR ADVISER & PRESIDENT
OWLFI 

After serving three tours in the middle-east Elliot found himself wanting to return to his home in the heartland.  Though his attire has changed, his commitment to serve & protect his fellow-countrymen has not. He believes that the skills he developed as a military strategist and negotiator give him a unique advantage when it comes to retirement planning.  And we’re not going to argue with him.

TERRY SHARP

FOUNDER

Terry’s career started out as a farmer in the sugar fields of Hawaii. The long strange trip from there to the Founder of Owlfi is one he loves to tell over a bonfire overlooking his neighbors Vineyard.

AUBREY OMANSON

CLIENT CONCIERGE

Aubrey went from a full-time job of raising four children with no overtime or weekend pay, to a full-time job raising four children and a full-time job as Owlfi’s Client Concierge.  She’s one tough alpha-leader.

KELLY KLUSMAN

CPA & PRESIDENT
OWLFI Tax & Accounting

After receiving his degree in accounting, he joined his brother and friend to create the accountant-trio partnership that developed Planet Sub from one location into a franchise of over 30+ shops, Kelly knows the ins and outs of growing a business.

Cameron Clark DD

ATTORNEY AT LAW

Cameron Clark shares office space with OWLFI and services our Kansas Resident clients in estate planning.

Josh Jones

SALES MANAGER & PRESIDENT
OWLFI Insurance

DR. JOSH LOCKROW DC

WEB & MARKETING DIRECTOR

David C. Kirk

ATTORNEY AT LAW

David services our Missouri resident clients in estate planning.

“We uphold our fiduciary responsibility to plan with your best interest in mind, and we will stand as your defense against the hazards of a complex financial environment.”
ELLIOT OMANSON • SENIOR ADVISER & CEO