Phillip Owens

As a financial advisor, I am dedicated and passionate about helping individuals, young professionals, retirees, and families build confident financial futures. With a client-first approach, I develop personalized strategies tailored to your goals, whether it is managing investments, planning for retirement, or preparing for life’s unexpected moments. Earning the CFP® designation reflects my dedication to the highest standards of ethics, education, and service in the financial planning profession.

 

With 17 years in financial services, I blend extensive expertise with a passion for client education and empowerment. I simplify complex financial topics into clear, actionable steps, ensuring clients feel informed and supported. I am new to the area and truly looking forward to getting to know people in the community. Being involved locally is important to me – whether it's supporting events, volunteering, or just connecting with people. I am excited to find ways to get involved in the local community, supporting various initiatives that promote financial literacy and overall well-being.

My Top Values are integrity, trustworthiness, and commitment to service. Outside of work, I enjoy personal interests such as being outdoors, whether it is walking in parks and the neighborhood or playing golf. Vacations are a great way to relax and explore new places. Attending local events, watching sports, and attending live games. Weekends at the fitness club, church, or conquering the to-do list.