Dear Clients, Friends, and Associates:
Many of you know the history of Owens Estate and Wealth Strategies Group, but many may not realize the longevity of our relationships within the company. I have been so blessed by our team members and I am grateful every day for their professional support, hard work, and dedication to our clients.
I am excited to announce to you the future of Owens Estate and Wealth Strategies Group. Starting June 1st there are five partners in the Owens team!! Their hard work and professional commitment warrant their new position and I hope you will join me in congratulating them!!
Sonia Jenkins, PARTNER, Chief Executive Officer, Branch Manager, and Financial Advisor, RJFS
Peter Ketchand, PARTNER, Director of Research, Financial Advisor and Branch Manager, RJFS
Matthew Olsen, PARTNER, Chief Operations Officer, and Director of Technology
Dylan Blomgren, PARTNER, and Financial Advisor, RJFS
Kellie Lewelling, PARTNER, Chief Financial Officer, and Financial Advisor, RJFS
These changes allow us to continue to provide outstanding client service and restructures the administrative workload among our talented team. My dear hubby, Andy will fully retire on June 30th and will start to enjoy life outside work. His position as CFO will pass to Kellie and all branch operations responsibilities will pass to Matt.
My primary title as Branch Manager will pass to Sonia. She has already been doing most of the workload for this position for years, so this is not a new responsibility for her. Many of her current administrative duties will be passed down to other staff members so she will have more time available for clients. She is looking forward to this change as her passion is working with people, and this allows her to spend more time in this area.
My role will be changing as well. With the elimination of all administrative and management duties, I also get to spend more time focusing on my own passions. My true love of estate planning will be the primary new focus, allowing me time to write my book series “Estate Planning from the Heart” and a related educational video series. There is much to do to get this new service available to clients, but I am excited I will now have the time to pursue this lifelong dream.
As we begin this transition, I would like to take a moment to (re)introduce you to each Partner. As you read their bios, you will see why each of them was uniquely chosen to lead the team forward and why I have such confidence in them to carry on the level of excellence I have worked so hard to build for my clients.
Sonia Jenkins has worked alongside me for nearly fourteen years now and is an outstanding financial advisor to so many of our clients. Never in my career have I felt so blessed by a team member. Her passion for excellence and high levels of service was a significant force in the growth of the company and the increasing levels of expertise available to clients. She is a Nevada County native that returned to Grass Valley after graduating from California State University, Sacramento with a Bachelor of Arts in Liberal Studies. Her longevity in this industry provides her with an intimate knowledge and understanding of our client’s needs, as well as an ability to foster an environment of support for the entire Owens Team.
Peter Ketchand joined the team in early 2013. Much of his asset management history was spent in Geneva, Switzerland as a portfolio manager for Brandes Investment Partners, one of the world’s largest international asset managers. He graduated from Northwestern University in Chicago with a double major in English and History and obtained his MBA from the University of Houston. He also holds the Chartered Financial Analyst designation. The enhanced skills he brought to the team are invaluable. As Director of Research, he has overseen our investment process for over seven years. His calm nature and steadiness in times of market turmoil has consistently guided our investment decision in a positive, professional, and thoughtful manner. Peter also possesses the Series 9 & 10 supervision licenses for our industry and backs up both me and Sonia for compliance with all regulatory manners.
Matt Olsen joined our team shortly after Peter. As Director of Technology, he oversees all the complex and challenging communication needs of the team. Upon his arrival he took charge by improving our efficiencies and kept us on track with the need for increasing cyber securities and functioning flawlessly during periods of crisis. He oversaw our ability to operate efficiently during power blackouts, fire danger evacuations and most recently COVID-19 shelter-in-place. His vision of security and seamless operations has been such a blessing to the entire team. His degree in Management Information Systems from California State University, Chico brings a skill set to the team that most in financial services do not possess. As a fifth generation Nevada County resident, Matt was very excited to join our team and return to his native home, fleeing the hectic and crowded work environment of the San Francisco Bay Area.
Dylan Blomgren, our second lead financial advisor, joined our team four years ago after previously working with Edward Jones in the San Francisco Bay area. Dylan obtained his undergraduate degree in Business Administration from St. Mary’ College of California, my same alma mater. He was ever so happy to escape the traffic and return to the foothills of his childhood. Dylan prepares the bulk of the team's financial plans for clients and works closely with the team to provide comprehensive financial advice to all clients.
Kellie Lewelling is our third lead financial advisor. She is a licensed CPA with a master’s degree in taxation. She joined our team after working for PricewaterhouseCoopers, LLP in San Francisco. Her knowledge and skillsets in taxation, finance, and accounting are invaluable contributions to the team and were immediately impactful, relieving me of the sole and primary responsibilities in these critical areas of service. Other team members joke that Kellie and I have our own language in the office that only we can understand. Now when I speak in IRS code sections and other tax regulation nomenclature, I have a team member that instantly understands me. Kellie also prepares comprehensive financial plans for clients and works with many of the local tax professionals to assist clients in coordination of critical tax data needed to prepare their tax returns and estimated tax payments. Kellie graduated from California Polytechnic State University with a Bachelor of Science in Business Administration with an emphasis in Accounting. She obtained her Master of Science degree in Accounting, with an emphasis in Taxation. (Raymond James and its advisors do not provide tax advice)
I would be remiss if I did not recognize and thank our incredible support staff. They keep the wheels on the bus each day and we would not function without their professionalism and dedication to exceptional client servicing.
Andy Owens, my dear husband, Chief Financial Officer and Branch Operations Director
Katie Huntsman, Client Service Manager
Daniel Muggee, Research Associate and Financial Advisor, RJFS
Sarah Moody, Lead Trader and Financial Advisor, RJFS
Lydia Ormsby, Client Service Associate
Marian Neumeyer, Client Service Associate
Nicole Van Matre, Client Service Associate
And lastly, I want to thank and recognize the wonderful husband and wife team that operates the Auburn Office: Jay Gedeon, CFP, Financial Advisor and his talented wife and right arm, Client Service Associate, Jenine Gedeon.
Please join me in congratulating the new Partners. With their leadership, passion, and vision they will continue to guide the company with a focus on excellence and commitment to service!
Mary E Owens CPA, MS
Financial Advisor, RJFS