Home Brian Ashley 2017-09-01T13:35:37+00:00

Know that the Advisors at OWRS are committed to doing what’s right for you. We’re trained to educate and help you pick the plan that best fits your life — not push products. Our Advisors are also members of the Independence Excellence Group.

It really is all about you.

Our recent commercials were based on what our clients had to say about their experiences with other financial advisors. Take a look to see if the message resonates with you.


402, 2017

What Can You Learn About Finances From A Pack Of Wolves?

By Jeremy Shipp CLU®, RICP®, CFP®|

402, 2017

I saw a story over the summer that highlighted the importance of balance in nature.  And when I thought about how important balance is in retirement, I knew I had to share the story.  Let’s start with a question:  What do you think about wolves?  Do you think they serve

402, 2017


Life 2.0

Workshops With You In Mind.

OWRS is busy giving workshops to people like you, all across the country. Which is good news when you consider how the retirement landscape keeps shifting. It’s more important than ever to stay educated.

Find out when we’ll be in your area.  

The Team

Good to meet you. 
Kyle O’Dell, Kyle Winkfield, Joe Roseman and Jeremy Shipp are the Managing Partners of OWRS. They came together to create what they believe is a better approach to managing your portfolio and your future.

Kyle O’Dell
Kyle O’DellManaging Partner
Kyle Winkfield
Kyle WinkfieldManaging Partner
Joseph E. Roseman, Jr
Joseph E. Roseman, JrManaging Partner
Jeremy Shipp
Jeremy ShippManaging Partner