Kyle Winkfield Steve Z 2017-06-27T19:00:07+00:00

Kyle Winkfield

Managing Partner

Kyle Winkfield educates and empowers his audiences including viewers, his clients, listeners, readers, and anyone else that wants to join the journey of understanding financial freedom and lifestyle security. In a world where most professionals lead with industry jargon, complex formulas and “what if” catastrophes, Winkfield speaks from the heart and experience. Experience working with some of America’s most decorated Veterans, business leaders, federal employees, politicians and the everyday person who still believes in the American Dream. 

As a best-selling author, a regular guest financial and retirement expert on Fox Baltimore, and a contributor to the publications including TIME, Forbes, Wall Street Journal, Huffington Post, and Nasdaq Winkfield shares his insight, and knowledge on a weekly basis with audiences across the country. 

“Planning is just thinking ahead. A properly trained advisor can help you weigh your options, and advise you on ways to be smarter with your money.” Winkfield commented. We’ve always been taught to save. But what comes after you’ve saved, and it’s time to start living in retirement? My goal in life is to really educate those who have worked so hard with the facts. Help them understand future income tax liabilities and provide that lifestyle security.”

Winkfield is proud member of the Million Dollar Roundtable, on organization that acknowledges the elite professionals of the financial industry. He is also an active member of the Independence Excellence Group, a think tank composed of financial professionals across the nation who meet quarterly to share new retirement ideas and strategies. 

As the managing partner of O’Dell, Winkfield, Roseman and Shipp (OWRS) Washington DC office, Winkfield loves calling himself a Washingtonian. He prides himself of the place he’s called home his entire life. 

Kyle Winkfield is happily married to his wife Ashley and enjoys time with his two sons Jackson and Cooper. Winkfield enjoys culinary adventures around the globe, annual treks to Comic-Con International, radical work outs, and exploring the arts in all forms.