Jan Leonard ChFC®, RFC®, CKA®
I haven’t always been a financial advisor. When I attended Berry College here in Rome, GA, I double-majored in Psychology and Sports Training. But when I joined Owens Financial Group in August of 2000, I felt I had found the career I was meant for. I now have over 20 years of experience working with clients to achieve their financial goals, and I hold my Series 6, 7, 24, 63, and 66 securities registrations.
When working with my clients, I try to apply Andy Stanley’s Principle of Path: “Direction, not intention, determines your destination.” Every client who comes to me knows their intention with their financial plan; I’m here to help you find that direction so that you can reach your desired destination. I find joy in building relationships with our clients and helping them make wise financial choices so they can focus their time on the more important things in their lives.
After graduating from Berry College, I married a native resident of Rome and we have two amazing children. All of us love the beauty of our community, and we take many opportunities to drink it in while walking, hiking, fishing, and camping together. I’m also an avid fan of podcasts and books on tape, a member of the Rome Noon Optimist Club, and an active member of Pleasant Valley North Baptist Church. Above all, I feel truly blessed to be in a career that allows me to serve others through my work.
Licenses and Qualifications:
- Chartered Financial Consultant (ChFC®)
- Registered Financial Consultant (RFC®)
- Certified Kingdom Advisor (CKA®)
- Registered Representative with Cetera Advisors
- Securities Registrations (6, 7, 24, 63 & 66)
- Insurance Licenses (Life, Accident & Sickness, Variable Products, P&C)
- Berry College, B.S.