Elliot Omanson

Elliot Omanson Email and Phone Number

Managing Partner and CEO @ OWLFI
Shawnee, KS, US
Elliot Omanson's Location
Shawnee, Kansas, United States, United States
Elliot Omanson's Contact Details

Elliot Omanson work email

Elliot Omanson personal email

n/a
About Elliot Omanson

I entered the Financial business after serving in the US Army. During that time, I watched my two younger brothers build their career as Investment Advisors. Being able to capitalize on their experiences allowed me to identify early on what kind of firm I wanted to be a part of.Earning my Series 7, 66 and Life and Health licenses and joining Sage Financial Inc. as an Independent Investment Advisor Representative gave me the opportunity to learn from a family that brought the values I was looking for to the financial investment business.That foundation continues to be the foundation upon which everything I do today rests.Serving in the Military, and helping people in war torn countries, truly gave me a sense of pride. Knowing I was able to help people in such circumstances, brought a level of enjoyment to my work I did not feel I would ever experience again. Serving as an Investment Advisor Representative has continued to allow me the opportunity to make a difference in people’s lives.I have since purchased Sage Financial Inc. and re-branded the company to OWLFI. We have moved locations and expanded. We have launched OWLFI Tax and Accounting and OWLFI Insurance. We have partnered up with the Law Offices of DD Clark. We have in house professionals of legal, tax, insurance, and Medicare specialty's all in an effort to better serve our clients.Through it all we continue to hold to the values and ethics the Sharp family brought to Sage Financial and will continue to do so regardless of how we grow.If you have any questions, please contact me at the information below:Email: Elliot@owlfi.comPhone: 913-426-8235Website: www.owlfi.com

Elliot Omanson's Current Company Details
OWLFI

Owlfi

View
Managing Partner and CEO
Shawnee, KS, US
Website:
owlfi.com
Employees:
6
Elliot Omanson Work Experience Details
  • Owlfi
    Managing Partner And Ceo
    Owlfi
    Shawnee, Ks, Us
  • Owlfi
    Managing Partner/Ceo
    Owlfi Jan 2016 - Present
    Lenexa, Kansas, Us
  • Sage Financial, Inc.
    Investment Advisor Representative
    Sage Financial, Inc. Mar 2014 - Jan 2016
    I specialize in Retirement Planning. The Distribution Phase of life brings with it unique challenges and risks. I specialize in identifying and planning strategies to mitigate these risks. My main goal when working with clients is to provide them with a simple, comprehensive road map that brings them comfort and peace in their retirement.
  • Us Army
    Colt Chief
    Us Army Aug 2006 - Apr 2012
    Arlington, Virginia, Us

Elliot Omanson Skills

Leadership Microsoft Office Strategic Financial Planning Investments Microsoft Excel Marketing Finance Customer Service Strategic Planning Sales Management Succession Planning Finacial Management

Elliot Omanson Education Details

  • Olathe East High School
    Olathe East High School

Frequently Asked Questions about Elliot Omanson

What company does Elliot Omanson work for?

Elliot Omanson works for Owlfi

What is Elliot Omanson's role at the current company?

Elliot Omanson's current role is Managing Partner and CEO.

What is Elliot Omanson's email address?

Elliot Omanson's email address is el****@****lfi.com

What schools did Elliot Omanson attend?

Elliot Omanson attended Olathe East High School.

What skills is Elliot Omanson known for?

Elliot Omanson has skills like Leadership, Microsoft Office, Strategic Financial Planning, Investments, Microsoft Excel, Marketing, Finance, Customer Service, Strategic Planning, Sales Management, Succession Planning, Finacial Management.

Who are Elliot Omanson's colleagues?

Elliot Omanson's colleagues are Scott Ross, Ryan Greenfield, Abby Simon, Richard Mais.

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