Team profile


Our Mission Statement

We believe that true success is defined not only by financial security but also by the confidence you have in your future. Our mission is to empower you to achieve your financial goals through a personalized relationship built on trust, integrity, and knowledgeable advice. We will work together to review your progress and adapt your financial plan as your life, market conditions and priorities evolve, allowing you to focus on what truly matters. Our aim is to help you grow, protect, and transfer your wealth, ensuring your financial well-being for generations to come. Together, we’ll create a tailored roadmap for your financial journey, helping you navigate toward your life goals and fostering greater financial confidence along the way.

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • OWL Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • OWL Wealth Management, Ameriprise Client Experience Award, 2023, 2024
  • Nikolas H Okita, Ameriprise Circle of Success Chairman’s Advisory Council, 2023, 2024
  • Nikolas H Okita, AdvisorHub Advisors to Watch (over $1Bil), 2024
  • Nikolas H Okita, Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024
  • Brian Wilverding, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Brian Wilverding, Ameriprise Circle of Success, 2013, 2015-2024
  • Jean-Charles Lebours, Ameriprise Circle of Success, 2024
  • Jean-Charles Lebours, Five Star Wealth Manager, 2013-2023
  • Todd Volkart, Ameriprise Circle of Success, 2011, 2017, 2018

Community participation

Feeding America

Habitat For Humanity

Second Harvest Food Bank Orange County

Honored to be recognized in Forbes

All of us at OWL are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.