2026 Q1: What's New at Owen Legacy Group
04/30/2026
Morgan OWEN, CFP®, CPFA™
Senior Vice President, Financial Advisor, Portfolio Manager
The Owen family had a fantastic winter. Oliver and Morgan both really enjoyed hitting the slopes together. Even though Mother Nature did not cooperate this year, they still found a few good days up at Bridger Bowl. Oliver also started playing flag football this season and is having a blast, especially getting to play games in the MSU Bobcat stadium. For spring break, they had the opportunity to travel to Hawaii with friends. Kauai was a favorite, and Theo was particularly fascinated by the lively roosters roaming around the island—it certainly added a fun twist to the adventure! Looking ahead, they’re excited for another great summer and all the new adventures it will bring.
ANNE ASHTON, CFP®, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager
The Ashton family enjoyed a fun and active start to 2026. While they only spent a little time on
the ski slopes this winter, they made the most of the season by getting into rock climbing and
trying something new together. They also had a wonderful spring break in Boise, Idaho, where they enjoyed a change of scenery and some quality family time. Looking ahead, they’re excited for a summer filled with fun, time outdoors, and a couple of upcoming trips they
can’t wait for.
Sophie Millington
Registered Client Associate
Sophie’s first quarter was filled with travel and meaningful experiences, as she embraced new opportunities and spent quality time with family. During the winter months, she picked up a new hobby, ice skating, which provided a fun and active way to enjoy the colder season. Sophie began her travels with a trip to Wisconsin, where she and her family celebrated her sister’s senior night for college gymnastics, a special and memorable milestone. Later in the quarter, Sophie visited her grandfather in Florida, where they enjoyed a gator airboat tour and attended a spring training baseball game together. Sophie, Bradley, and her family also traveled to New York to support her sister at her final national championship gymnastics meet, visit Niagara Falls, and spend 24 hours exploring New York City before heading home. To close out the quarter, Sophie spent plenty of time at home with her parents’ new puppy, Roy, who kept everyone entertained. She is now looking forward to warmer weather and the new adventures that come with the spring and summer seasons.
Allegra Mohr, FPQP®
Registered Client Associate
The start of the year was a calm reprieve from the busy end-of-year holiday season for the Mohrs. Despite a surprisingly mild Montana winter, the Mohrs did manage to get in a few ski days and had a great time on the slopes. Allegra is new to skiing and hopes next season will really allow her some practice! In early March, Allegra drove out to Spokane for a very special event. Her big sister is getting married, and all the ladies attended her bridal shower. Allegra is so excited for her sister and really enjoyed celebrating with everyone. The Mohrs have tried to take full advantage of the unseasonably warm weather by getting outside as much as they can, whether it be hiking, going to the park, or just sitting on the porch. Allegra is really looking forward to a busy spring and summer season.
Carrie McAleer, CWS®, FPQP®
Senior Registered Practice Coordinator
The McAleers have had a wonderful start to 2026, filled with family milestones and new adventures. Brody wrapped up ski school at Bridger Bowl and had a fantastic time, even with a shorter season than usual, while Finley hit an exciting milestone by riding her first chairlift and discovering her love for skiing. As the seasons began to shift, both Brody and Finley also embraced the early golf season, spending lots of time at the driving range. At home, the family welcomed a new addition—Lucy, their goldendoodle puppy—who has quickly stolen their hearts and keeps everyone smiling with her playful energy. It’s been a joyful and memorable start to the year for the McAleers, and they’re looking forward to all that’s ahead.
BRENDA KITTO, CFP®, CWS®
Vice President, Portfolio Manager, Assistant Branch Manager
Brenda spent much of the last few months touring college campuses with the University of Utah emerging as her daughter Jenna’s top choice for medical studies. A visit to the University of Health Sciences and Pharmacy in St. Louis offered valuable insights with a warm welcome and small campus feel, and a chance to reconnect with family. The trip was highlighted by sampling IMO’s pizza and visiting the St. Louis Arch. Cheering on Brenda’s nephew at his basketball game added extra excitement. In March, the family went to Cabo with several other senior friends and families and had a great time soaking up the sun, sitting by the beach, and eating great food. On the horizon and here in a blink will be prom, a high school graduation, and an eagerly anticipated family trip to Italy that will last the month of June. Sending warm wishes, encouraging everyone to embrace the joys and adventures the season brings.