A veteran of three military tours in the Middle East, Elliot developed a deep commitment to service, leadership, and decision-making under pressure. That experience continues to shape his approach to financial advising—steady, disciplined, and grounded in protecting what matters most. After transitioning from military service, Elliot entered the financial services industry and earned his Series 7, Series 66, and Life & Health licenses.
Elliot began his advisory career at Sage Financial Inc., where he specialized in retirement planning and the distribution phase of life. Over time, he acquired the firm and rebranded it as OWLFI Strategic Advisors, expanding its capabilities to include tax and accounting services, insurance solutions, Medicare planning, and integrated legal partnerships. Today, OWLFI operates as a comprehensive advisory platform built to support clients through every stage of wealth creation, preservation, and legacy planning.
