About Oswald Financial Group
Oswald Financial Group was founded in 2006 with a dream to help families achieve financial freedom, and that is precisely what we have built our foundation on. We provide retirement planning, life insurance, legacy planning, and so much more.
Who We Are
Our team at Oswald Financial Group is built on leadership, integrity, quality, and passion. All of these translate into a team that is here to help you achieve the financial success you deserve. This paired with our no-fees mindset helps us stand out from other financial advisors.
Our number one priority is helping your family attain the financial success they deserve. You are more than just a number; you are a face, a story, and a family. That is why we work to provide you and your family with the best possible financial solutions that fit your needs. Here you will you will be part of our family and we know family comes first. We take care of our family by always doing what’s right… period.
Who We Are
Our team at Oswald Financial Group is built on leadership, integrity, quality, and passion. All of these translate into a team that is here to help you achieve the financial success you deserve. This paired with our no-fees mindset helps us stand out from other financial advisors.
Our number one priority is helping your family attain the financial success they deserve. You are more than just a number; you are a face, a story, and a family. That is why we work to provide you and your family with the best possible financial solutions that fit your needs. Here you will you will be part of our family and we know family comes first. We take care of our family by always doing what’s right… period.
What We Do
Simply put, we exist to help you unleash your financial future’s potential. Whether you’re searching for advice on life insurance policies, want to formulate a retirement income plan, help to utilize tax-efficient strategies, or want to protect the ones you care about, we are here for you.
We Help You
Grow Your Assets
Everyone wants their money to grow so they can pursue true wealth. It may be daunting but we are here to help you make sure your money is working for you, you have the protection you deserve, and you have a plan that will match your needs.
Pursue True Wealth
Everyone has their own definition of true wealth. That might be the family vacation you have always dreamed, or not running out of money in retirement. We are here to help pinpoint your definition and then build a strategy that works for you.
Leave a Legacy
Your legacy is much more than your assets. It’s your values, the memories that carry on, and your belief system. Your legacy strategy should be a reflection of the legacy you want to leave and we are here to help you create the perfect strategy.
Why We Exist
You deserve an experience that not only allows to you succeed financially – but one the leaves a lasting impression of how hard someone is working to better your financial future. We strive to help you achieve this along with treating you like part of the Oswald Financial Group family.
We put your interests and concerns first to equip you with the necessary steps to further your financial future. Our goal is to give you the power you deserve over your finances – we are better at achieving more together.
Households guided
Years of financial success
%
Satisfaction Rate
Who is committed to your success
Your Team
Bryan Oswald
President | CEO
Bryan founded Oswald Financial Group back in 2006 with one clear goal: help people plan smarter so their financial future shines a little brighter (and maybe feels a little less overwhelming). Since then, he’s been the steady hand steering the ship—with plenty of spreadsheets, strategy, and sarcasm along the way.
He’s been married to his eighth-grade sweetheart (cue the collective awww), and together they’re raising two awesome kids. When he’s off the clock, Bryan’s usually out golfing, traveling, hitting the gym, or diving into a good book. And if the sun’s out? You’ll probably find him somewhere outdoors—hunting, fishing, or mastering the grill like the backyard barbecue legend he was born to be.
Levi Kalb
Director of Marketing
Levi brings over 10 years of marketing experience to the team—and yes, he still loves it. He heads up all things marketing, from strategy to execution to making sure everything looks just the right amount of polished and fun (kind of like a mullet, but make it professional). His background is filled with creative campaigns, clever ideas, and probably a few too many color-coded spreadsheets.
A die-hard sports fan, Levi’s ideal day includes volleyball, football, tennis, soccer… and let’s be honest, pretty much anything with a scoreboard. When he’s not watching a game or yelling at the refs from his couch, you can find him soaking up the outdoors, chasing a new adventure, or planning his next travel getaway like it’s his side hustle.
Taylor addison
Director of First Impressions
Taylor is a proud graduate of the University of Nebraska–Lincoln, where she majored in public relations and business administration—basically, she’s fluent in people and spreadsheets. Her true passion lies in building meaningful connections and creating relationships that last longer than a Midwestern goodbye (which, as we all know, can last a while).
When she’s not making new friends or juggling a to-do list with alarming efficiency, you’ll find Taylor buried in a good book, perfecting her golf swing (or at least pretending to), whipping up something delicious in the kitchen, or hanging out with her family. She’s equal parts people-person and pastry-chef-in-training, and we’re lucky to have her around.