Owen Legacy Group, From Left to Right:

Morgan Owen, CFP® Senior Vice President, Financial Advisor, Portfolio Manager,

Timothy Owen (retired),

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

Carrie McAleerFPQPTMCWS® Senior Registered Associate,

Anne Owen Ashton, CFP®CWS® Senior Vice President, Financial Advisor, Portfolio Manager,

Leah Barrett  Registered 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.