2025 Q4: What's New at Owen Legacy Group

Whats New At the Owen Legacy Group 2025 Q4 Edition

Morgan OWEN, CFP^®, CPFA™
Senior Vice President, Financial Advisor, Portfolio Manager

Morgan and his family have had a wonderful fall and start to winter. They have spent a lot of time enjoying the unseasonably warm weather building leaf piles and playing in the park. 

Morgan was also able to go pheasant hunting in eastern Montana in October. Morgan and his family stayed home for the holidays and had a great time celebrating with friends and family. As the snow has started to fly, Morgan and Oliver hit the slopes. Oliver is enjoying skiing, and it is so fun to watch his constant improvement at this age. They are looking forward to more winter activities and a trip to the beach for springbreak!    

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

The final quarter of 2025 was full of family for the Ashtons. They were blessed to spend all the holidays surrounded by loved ones, Thanksgiving with the Ashtons who came up from Boise and Christmas with the Owens. Since Bozeman has been unseasonably warm the Ashtons have only skied a few times, however Cole did golf at Black Bull in December, Anne has been able to get in many more rides than usual and they have been able to meet up with cousins in Lewistown for some wonderful family bird hunting weekends as they train their German Shorthaired Pointer puppy “Tilly”. They are praying for snow but taking advantage of the time, they would have spent shoveling. 

Carrie McAleer, CWS^®, FPQP^®  
Senior Registered Practice Coordinator

The McAleer’s enjoyed a fun and incredibly full fall and holiday season! In October, Carrie and her mom traveled to France to enjoy a beautiful river cruise on the Seine River. The sights, food, and company made it a cherished time together. As the weather cooled, Brody and Finley eagerly embraced swimming, burning endless energy several times a week at the Ridge Athletic Club pool. In November, Brody and Carrie made a quick weekend trip to Boise to visit Carrie’s best friend, and Finley had a fun weekend at home with Dad. In early December Finley turned 3, celebrating with a party and Funfetti sprinkle cake! The annual Christmas tree hunt produced a beautiful tree, complete with lots of sledding time with cousins. Jon’s mom joined the family for Christmas, and they had a wonderful holiday together. Brody started Ski School this month at Bridger Bowl and Finely will get on skis to take her inaugural ride up the magic carpet!

Sophie Millington
Registered Client Associate

Sophie and Bradley’s fourth quarter was filled with meaningful moments, travel, football, and time with loved ones. They kicked things off with a sunny trip to Florida, enjoying days at Disney, attending a Florida Gators football game, and soaking up some extra time together relaxing on the beach. Back in Montana, they spent their weekends cheering on the Bobcats through the playoffs. They wrapped up the quarter by spending the holidays with friends and family, enjoying cherished traditions and quality time together, and rang in the New Year on a high note celebrating the Bobcats’ national championship win!

ALLEGRA MOHR, FPQP^®
Registered Client Associate

This quarter was a whirlwind for the Mohr family. It began with a trip back home to Nashville for Allegra’s grandmother’s 99th birthday celebration. They really enjoyed getting a taste of home and celebrating with the whole family. Then the fall season really began for the Mohrs with corn mazes, pumpkin carving, and an incredible Thanksgiving feast. Allegra then took a trip to Phoenix for her sister’s long awaited bachelorette party. The three sisters and two nieces enjoyed a relaxing weekend together and an amazing show at the Desert Diamond Arena. Lastly, Allegra and Collin enjoyed cutting down a Christmas tree, and the many holiday events that come with the season. They felt very blessed to be a part of so much fun and celebration. 

BRENDA KITTO, CFP^®, CWS^®  
Vice President, Portfolio Manager, Assistant Branch Manager

This last quarter was full for Brenda, starting with a minor knee surgery to kick things off.  Rehab didn’t hinder travel or gym time watching her middle daughter, Jenna, as she finished up her high school volleyball career with a 3rd place state trophy. After 7 years of year-round volleyball, it was a bittersweet moment and the week after volleyball was over, Jenna went in for knee surgery. Sprinkled in between games, Brenda was able to head to Newport Beach for some sunshine, shopping, and a branch manager meeting with several of her favorite peers. To finish off the quarter, Brenda and her girls continued their 4th annual cookie baking day along with a fun pajama photo session.  The girls also surprised her after a visit to Santa along with proof! Holiday parties, gift wrapping with friends, family time with games, and spreading cheer with a generous heart are some of Brenda’s favorite things. And this month, a big trip to Nashville for New Years – and a Bobcat win!