Contact Us

  • Denver

    7887 East Belleview Ave.
    Suite 1100
    Englewood, CO  80111
    (303) 780-7350

  • D.C.

    2275 Research Blvd.
    Suite 500
    Rockville, MD  20850
    (240) 361-0363

  • Charlotte

    5960 Fairview Road
    Suite 400
    Charlotte, NC  28210
    (704) 935-2550

  • Richmond

    4860 Cox Road
    Suite 200
    Glen Allen, VA  23060
    (804) 372-7337

 

For general inquiries via email, please contact us at info@owrsfirm.com.

Name Title Office
Kyle O’Dell Managing Partner Denver, Colorado
Kyle Winkfield Managing Partner, ChFEBCSM Washington, DC
Joseph E. Roseman, Jr Managing Partner, CRPC®, ChFEBCSM Charlotte, North Carolina
Jeremy Shipp Managing Partner, CLU®, RICP®, CFP® Richmond, Virginia
Bob Arnold Senior Advisor, CIC Dothan, Alabama
Richard Goldberg Senior Advisor Scottsdale, Arizona
Russell Luna Senior Advisor, CLU®, ChFC®, CDFATM, AEP®, CLTC Denver, Colorado
Nicholas R. Camp Advisor, CPA/PFS, CFP Cranberry Twp, Pennsylvania
Jacob Green Advisor Bend, Oregon
Jim Hood Advisor Dallas, Texas
Lane Martinsen Advisor, RFC®, RICP® Chandler, Arizona
Tim Modica Advisor, RFC® Seal Beach, California
Jake Serfas Advisor, ChFEBCSM Washington, DC
Steve Williams Advisor Kansas City, Missouri