Team of certified financial planners walking in Bozeman

Owen Legacy Group, left to right: Brenda Kitto, CFP®, CWS®, Vice President, Portfolio Manager and Assistant Branch Manager; Morgan Owen, CFP®, CPFA®Senior Vice President, Financial Advisor, Portfolio Manager; Anne Owen Ashton, CFP®, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager; Carrie McAleer, FPQP, CWS®, Senior Registered Practice Coordinator; and Allegra Mohr, Client Associate.


 “Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.” — Andrew Carnegie

Anne Ashton CFP CWS financial advisor Bozeman portfolio managerAnne Owen Ashton, CFP®, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager

Anne is a Bozeman native and grew up downtown on the corner of 6th and Olive. During high school (TAFT) and college (Whitman College), she spent summers working at the front desk for D.A. Davidson, and then joined the Owen Legacy Group in 2009. Anne is our visionary, and her days are occupied making the Owen Legacy Group and D.A. Davidson a great place to work and invest. Her vision for the firm has been instrumental in continually raising the standard of service and commitment that clients receive. Anne is particularly adept at helping clients envision their future and find the path that takes them to where they want to be. Whether that is developing a meaningful legacy plan or sending children to college, Anne is there to make sure you have considered all of your options and found the right path for you and your family. When Anne is not at work, she can be found riding her horse or taking her children to explore some part of Montana.

Brenda Kitto CFP CWS certified financial planner and branch manager of Bozeman DA Davidson & CoBrenda Kitto, CFP®, CWS®
Vice President, Portfolio Manager and Assistant Branch Manager

Brenda grew up in Ennis, Montana, and moved to Bozeman, where she studied accounting and management at Montana State University. Shortly after graduating, she joined the Owen Legacy Group (2000) and has been instrumental in the enormous satisfaction our clients have enjoyed over the years. She specializes in making sense of incredibly complicated situations and communicates planning options with much consideration, thought, and care. Her exceptional attention to detail and remarkable memory serve our clients in ways they never imagined possible. Brenda and her husband have three daughters and two granddaughters, and she cherishes her time with them camping, hiking, attending football games (Go Cats!), or eating out. She is a wonderful listener, a loyal and honest friend, and an eager shopping companion.


Morgan Owen CFP CPFA certified plan fiduciary advisor in BozemanMorgan Owen, CFP®, CPFA 
Senior Vice President, Financial Advisor, Portfolio Manager                                     
CA Insurance License #4249913 D.A. Davidson CA Insurance License #0763476

Growing up in Bozeman, Morgan always knew this is where he wanted to live. However, after graduating from Bozeman High, he went east to attend college at Wesleyan University and stayed to learn the asset management ropes in New York City during the 2008 financial crisis. After three exciting years, the Bridgers started calling, and Morgan returned to his hometown and the Owen Legacy Group. His clarity of vision is surpassed only by his capacity to connect with those around him and his involvement in our community. He loves everything about Montana: the pace of life, the friendly people, and unparalleled access to the outdoors. He is an accomplished skier and fisherman and enjoys playing hockey, mountain biking, playing golf, and eating out downtown. Morgan has a passion for stock picking and portfolio management, and even dabbles in real estate. 


Carrie McAleer FPQP CWS Financial Paraplanner Qualified Professional in BozemanCarrie McAleer, CWS®, FPQP
Senior Registered Practice Coordinator

Carrie joined the Owen Legacy Group in 2013 after spending her first two years with D.A. Davidson in Moscow, Idaho, following her graduation from the University of Idaho. Though the Moscow office was disappointed to see her go, Carrie was determined to live in Bozeman. This determination is a fundamental part of who Carrie is and ultimately what drives her both personally and professionally. The Owen Legacy Group could not provide the level of service that our clients have come to expect without Carrie. Her drive to be the most knowledgeable, understanding, timely, and detail-oriented member of our group is evident in everything she does. She is humble and thoughtful, and plays a critical role in the success of our team. When Carrie is not in the office, she can be found on the golf course, Bridger Creek, working in her garden, out with friends, or spending time with her family.


Allegra Mohr
Client Associate

Allegra grew up in Nashville, but she always wanted to see what the West had to offer. She graduated in 2020 from the University of North Alabama with a degree in Fashion Merchandising. A few years later Allegra and her husband moved to Bozeman, and it exceeded their expectations. She started with the Owen Legacy Group as a Client Associate in August of 2023. With a sister also working for D.A. Davidson, Allegra was excited to be a part of such an amazing company and work toward a career in finance. With a talent for service and connection, she looks forward to bringing those skills to her team. In her free time, Allegra’s love of fashion leads to many sewing, embroidery, and art projects. Both she and her husband also have a passion for the outdoors.