Our Team
Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®
Financial Advisor
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...
Tyler Owens
Financial Advisor
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,...
Jan Leonard, RFC®, CKA®
Financial Advisor
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 20 years of experience working with clients in pursuing their financial goals. I find joy in building...
Tayler McWhirr
Client Service Specialist
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...
Mason Minshew
Accountant
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...
Lisa Dudley
Bookkeeper
Amanda Billings
Bookkeeper
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...