Owen Legacy Group, From Left to Right:

Morgan Owen, CFP®, Senior Financial Advisor,

Timothy Owen, CWS®, Senior Vice President, Financial Advisor,

Brenda Kitto, CWS®, CFP®Associate Financial Advisor,

Carrie Youderian, RP®Senior Registered Client Associate,

Anne Owen Ashton, CFP®, Senior Financial Advisor,

Leah Barrett, Client Associate
 

Thank you for taking the time to get to know the Owen Legacy Group a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one’s financial life. We believe that a client’s investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan.