MEET THE TEAM
The team behind Oswald Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Bryan Oswald President, Owner
Since founding his firm in 2006, Bryan Oswald has provided smart retirement income strategies that help clients and their families work toward their retirement dreams.
Bryan graduated college with an architectural engineering degree, then realized he’d rather help others by helping to build their fiscal houses. Now, Bryan’s firm prides itself on fostering close-knit relationships with all clients and acting as the financial professional they deserve and trust. His guidance concentrates on retirement income planning, college planning and long-term care on a tax-favored basis.
Bryan is a registered Life Underwriter Training Council Fellow (LUTCF) and holds his life and health insurance licenses in Nebraska, Kansas and Missouri. Additionally, he is president of the local NAIFA chapter and a member of NAHU.
Bryan married his eighth-grade sweetheart, Ronda. They have two kids, Mason and Regan, and enjoy their time together as a family. When Bryan finds free time, he also enjoys golf, traveling, exercising and reading, as well as spending time outdoors hunting waterfowl, fishing and barbecuing.
Heidi Williams brings to Oswald Financial Group 20+ years of experience in the customer service industry along with a passion to love on others, with a drive and willingness to help others lead fulfilled lives. As the office administrator, Heidi serves clients in a number of roles, including scheduling appointments, processing applications and planning seminars and events.
Away from the office, Heidi enjoys spending time with her family, and loves nothing more than time with her nieces and nephews. She is a true animal lover, and enjoys drawing charcoal art, painting, and all things being creative. She, is a native to Texas, and made the move to Lincoln, Nebraska to be closer to family, where she currently lives now.
Levi Kalb graduated from Hastings College with a degree in marketing and brings 5+ years of marketing experience to the team. As the Marketing Director, Levi will oversee all marketing initiatives, including print and digital design, social media management, and company communications.
Levi is originally from Western Nebraska and moved to Lincoln in 2017 for a new challenge and to be closer to his favorite sports team. When he isn't in the office, he enjoys spending time with friends and family, playing games, or hanging out. He is a sports lover to the core, which includes Volleyball, Football, Tennis, Soccer, and more! He also enjoys traveling and going on adventures in the great outdoors.
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.