Closely connected to you and your life

We have a large team made up of many experienced financial professionals. Each brings their own insight, experience and perspective to the very important job of serving your financial planning needs.

Members of our team hold professional designations such as Chartered Financial Analyst®, Chartered Retirement Plans Specialist®, Accredited Asset Management Specialist℠ and Certified Public Accountant, giving them added experience in evaluating and making recommendations for you.

We work together as a total team, meaning that any one of us can step in and assist you with questions or needs you may have, with knowledge of your situation and plan. We are always willing to go the extra mile for you.

We want you to feel comfortable calling or coming by our office anytime, even without an appointment. We’re always glad to see you.

Owens Estate & Wealth Strategies Group

Mary Owens
Mary Owens, CPA, MS
Founder Financial Advisor, RJFS
Sonia Jenkins
Sonia Jenkins, CRPS®
Partner; CEO Branch Manager, RJFS
Peter Ketchand
Peter Ketchand, CFA®, MBA
Partner; Director of Research Financial Advisor, RJFS
Dylan Blomgren
Dylan Blomgren, CRPS®, AAMS®
Partner Financial Advisor, RJFS
Matthew Olsen
Matthew Olsen
Partner; COO; Director of Technology Financial Advisor, RJFS
Kellie Ettlin
Kellie Ettlin, CPA, MS, AAMS®
Partner; CFO Financial Advisor, RJFS
Jay Gedeon
Jay Gedeon, CFP®
Certified Financial Planner™ Financial Advisor, RJFS
Sarah Moody
Sarah Moody
Lead Trader Financial Advisor, RJFS
Katie Huntsman
Katie Carver
Client Service Manager
Joseph Zanolli
Joseph Zanolli
Research Associate Financial Advisor, RJFS
Jenine Gedeon
Jenine Gedeon
Client Service Associate
Lydia Ormsby
Lydia Ormsby
Registered Client Service Associate, RJFS
Marian Neumeyer
Marian Neumeyer
Client Service Associate
Jessica Giles
Jessica Giles
Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

We always have doggie treats on hand as a reminder of how we look out for every member of your family, including your fur babies.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or memberss.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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