Owen serves as a Financial Planning Intern. He is currently pursuing a Bachelor of Science in Business Administration with a focus in Finance from the University of Tennessee with an anticipated graduation date of May 2025. In his role as an intern, Owen researches, organizes, and prepares presentation material for client meetings as part of our financial planning engagements. He also works within the firm’s financial planning software applications and assists with individual projects to support client service.
Originally from Boston, MA, he enjoys playing ice hockey with friends and trying out local food spots. Learn more about Owen in our Employee Spotlight.
"No matter what anybody tells you, words and ideas can change the world."
- Dead Poets Society
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