BRINGING HUMANITY TO FINANCE

ELLIOT OMANSON

SENIOR ADVISER & PRESIDENT 

After serving three tours in the middle-east Elliot found his soul yearning for his home in the heartland.  Though his attire has changed, his commitment to serve & protect his fellow-countrymen has not. He believes that the skills he developed as a military strategist and negotiator give him a unique advantage when it comes to retirement planning.  And we’re not going to argue with him.

TERRY SHARP

FOUNDER

Terry’s career started out as a farmer in the sugar fields of Hawaii. The long strange trip from there to the Founder of Sage Financial is one he loves to tell over a bonfire overlooking his neighbors Vineyard.

KELLY KLUSMAN

ACCOUNTANT & PRESIDENT of OWLFI TAX & ACCOUNTING

Kelly Knows Dough. Whether it’s cash or actual bread.  After receiving his degree in accounting, he joined his brother and friend to create the accountant-trio partnership that developed Planet Sub from one location into a franchise of over 30+ shops, Kelly knows the ins and outs of growing a business.  Although he has fond memories of doing the bookkeeping while baking bread in the planet sub kitchens, he is pleased to serve your businesses at an actual desk.

AUBREY OMANSON

CLIENT CONCIERGE & EVENT PLANNER

Aubrey went from a full-time job of raising four children with no overtime or weekend pay, to a full-time job raising four children and a full-time job as Sage’s Client Concierge.  She’s one tough alpha-leader.

DR. JOSH LOCKROW DC

MARKETING DIRECTOR

Every forward-thinking company needs that person who connect the dots & drives ideas & processes to their next step.  With his unique blend of detail & creativity Josh ensures that the soul of Sage Financial is communicated in every policy, procedure, and client interaction. Before working for Sage, Josh was a licensed chiropractor and owner/operator of his own practice in Shawnee.

“We uphold our fiduciary responsibility to plan with your best interest in mind, and we will stand as your defense against the hazards of a complex financial environment.”
ELLIOT OMANSON • SENIOR ADVISER & CEO