Home Brian Ashley 2017-12-06T16:42:48+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.


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What the Senate’s FIFO proposal means for your portfolio

By Ryan Murphy |

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If you make a habit of following American news, chances are you’ve heard quite a bit recently about tax reform. Congress is seizing an opportunity to enact the first major overhaul of our country’s tax code in 31 years — the largest such revision since the Tax Reform Act

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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