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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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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Justin Owens, CPA/PFS, CFP®

Financial Advisor

706-235-5222 x15

jowens@owensfinancialgroup.org

I joined Owens Financial Group, Inc. as an intern in 2006 while attending college. I was able to gain valuable experience for three years as an intern, and have now been working as a financial advisor for four years. It is our goal at...

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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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Samantha Tew, CPA

Tax & Estate Specialist

706-235-5222 x17

Mason Minshew

Tax & Estate Associate

706-235-5222 x20

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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