2026 Q2: What's New at Owen Legacy Group
07/30/2026
MORGAN OWEN, CFP®, CPFA™
Senior Vice President, Financial Advisor, Portfolio Manager
Morgan and his family have had a great start to summer so far. Oliver has been enjoying all sorts of summer camps and spending time with Theo in the backyard. There have been a few great days on the lake with plenty of tubing. The Owens spent the Fourth of July in Ennis celebrating America’s 250th birthday and Theo’s 2nd birthday, surrounded by friends and family. The kids especially enjoyed the Fourth of July rodeo and parade. They look forward to staying close to home for the rest of the summer and finding new Montana adventures.
ANNE ASHTON, CFP®, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager
Summer has been full of memorable moments for the Ashton family. They
enjoyed a wonderful Fourth of July in Ennis, spending time with family, taking in the rodeo and parade, enjoying days on the boat, and making the most of Montana’s beautiful summer together. The kids have embraced an active summer, participating in camps including martial arts and other favorite activities, while Anne and Cole have enjoyed the slower pace and extra time together. As always, they’re grateful for the opportunity to balance meaningful work with creating lasting family memories and hope your summer has been just as enjoyable.
CARRIE MCALEER, CWS®, FPQP®
Senior Registered Practice Coordinator
The McAleer family has been soaking up the arrival of warmer weather and making the most of spring and early summer. They’ve spent a lot of time outdoors tackling landscaping projects around the home, including installing a new garden area with two raised beds, planting this year’s veggies, and celebrating Jon finally finishing a fence project. They’re also enjoying life with their Goldendoodle, Lucy, who seems to grow bigger every day! She keeps the family entertained and busy with her endless energy and sweet personality. The kids have had an exciting quarter as well. Brody attended the MSU Flag Football Camp and is already asking when he gets to do it again. Finley was thrilled to receive a “big girl” bike from the Easter Bunny and now spends her days riding up and down the neighborhood with her friends whenever she gets the chance. To kick off summer, the family took a trip to Moscow, Idaho, at the end of June to spend time with Jon’s family. They packed in a little bit of everything— visiting friends, golfing, swimming, exploring parks, enjoying great food, and making lots of wonderful memories together. They’re grateful for a fun-filled start to the season and are looking forward to enjoying another glorious summer in Bozeman!
ALLEGRA MOHR, FPQP®
Registered Client Associate
The Mohrs welcomed spring with a season full of celebration, family, and time outdoors. Allegra kicked things off with a special weekend away celebrating a friend and fellow Davidson employee’s bridal shower, complete with games, laughter, and plenty of memorable moments. Shortly after, Allegra and her husband traveled to Spokane for her older sister’s long-anticipated wedding. It was a meaningful weekend spent with family, and Allegra was honored to stand beside her sister as a bridesmaid on such a beautiful day. The season wrapped up with a relaxing Memorial Day weekend camping in Gallatin Gateway, where Allegra and Collin enjoyed some quiet time outdoors. Now that summer is underway, the Mohrs are looking forward to more sunshine, new adventures, and time well spent together.
SOPHIE MILLINGTON
Registered Client Associate
Sophie started the quarter with a lovely trip to California to celebrate her cousin’s wedding and enjoy quality time with family and friends. As summer got underway, she took advantage of Montana’s busy concert season, attending several local shows, including Mumford & Sons and the Zootown Festival in Missoula. Outside of work, Sophie and Bradley have been spending plenty of time on the golf course, enjoying long summer evenings and everything Montana has to offer this time of year. A favorite memory from the quarter was a family trip to Lewis and Clark Caverns, the first time either of them had visited since they were kids. Sophie is looking forward to making the most of the rest of the summer and creating even more memories with family and friends.
BRENDA KITTO, CFP®, CWS®
Vice President, Portfolio Manager, Assistant Branch Manager
Brenda and her family had a wonderful time away the month of June. After Jenna graduated, they prepared the house and packed for a three-week trip to Europe, where they visited Munich (Dachau concentration camp, Nymphenburg Palace, and the Marienplatz). They then ventured by train to Austria as they spent time in old town Salzburg (Hohensalzburg Fortress, the Augustiner Brauhaus, Stiegl-Keller Brew house, Mozart’s house and birthplace, and Residentzplatz, Getreidegasse, and Mirabell Palace and gardens). The family’s final stop in Austria was Innsbruck, where they were in awe in the Heart of the Alps. They saw the famous golden roof, toured beautiful cathedrals, the old town streets and market hall, and walked the bridges across the River Inn which flows directly from the Swiss Alps. Next up, they traveled into Florence, Italy where they enjoyed the Duomo, the Accademia Gallery (David), the Da Vinci museum, Ponte Vecchio, Piazza della Signoria, all the downtown shopping, a pasta class at Mamma Mia, and the Boboli Gardens. After Florence, the family went to Cinque Terre where they stayed in a darling apartment near the beach in Monterosso. Brenda’s favorites here were the incredibly crystal-clear water, the tropical fish, the beautiful architecture of the old houses built on the terraced hillside, and the darling markets and cafes that adorned the narrow cobblestoned streets. Last up, was a stay in Antibes, France – the French Riviera. The family visited Old Town and the Marché Provencal, Port Vauban, Picasso Museum, the Phare de la Garoupe lighthouse, and the stunning beaches with white powder-like sand. They walked almost 20,000 steps a day, ate wonderful food, learned a few foreign words, and enjoyed the beauty and uniqueness of each stop. Brenda was very grateful to be able to take this time away and is so appreciative of her team, the office, and all of you for being supportive. She’s looking forward to the remaining summer months in Bozeman.