Broker Check

Our Team

Our Office is Located in Rome, GA:

2300 JL Todd Drive NE
Rome, GA 30161

(706) 235-5222 

 

Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®

Financial Advisor

706-235-5222 x12

danowens@owensfinancialgroup.org

I work with businesses and individuals, providing a financial direction for their assets that can lead them to their investment goals. At Owens Financial Group, Inc., I will work hand-in-hand with you on developing a disciplined plan...

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Tyler Owens

Financial Advisor

706-235-5222 x14

tyler@owensfinancialgroup.org

I started working at Owens Financial Group, Inc. in 2010 as an intern while I attended college. I graduated from Shorter University in 2013 with a B.S. degree in Economics and a Minor in Legal Studies. My goal at Owens Financial Group,...

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Jan Leonard, RFC®

Financial Advisor

706-235-5222 x13

jleonard@owensfinancialgroup.org

I started my professional career in Financial Services when I joined Owens Financial Group, Inc. in August of 2000. I now have over 14 years of experience working with clients in pursuing their financial goals. I find joy in building...

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Tayler McWhirr

Client Service Specialist

706-235-5222 x16

tmcwhirr@owensfinancialgroup.org

I started working with Owens Financial Group in the fall of 2016. With a background in Property and Casualty Insurance, I look forward to using my administrative skills to assist clients with account maintenance, appointment scheduling...

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Samantha Tew, CPA

Tax & Estate Specialist

706-235-5222 x17

I joined Owens Financial Group as a Certified Public Accountant in October of 2017. It is my goal to provide exceptional, professional service and to build a positive relationship that will contribute to the financial success of my...
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Mason Minshew

Tax & Estate Associate

706-235-5222 x20

As a native Roman, I joined the firm as a staff accountant in June of 2017. I graduated from Shorter University in December 2016 with a degree in Accounting and a minor in Marketing. Recenlty, I have returned to my Alma Mater, Shorter...
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Lisa Dudley

Bookkeeper

706-235-5222

I started working with Owens Financial Group in June 2018. I have over 25 years of experience in accounts payable and bookkeeping and I enjoy working with my clients and providing quality services that benefits both the client and...
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Amanda Billings

Receptionist/Bookkeeper

706-235-5222

I joined Owens Financial Group in December 2018. I have a diverse background focused in customer service and general bookkeeping as well as a Bachelor of Science from Shorter University. My mission at OFG is providing accurate and...
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