Owen joined HB Wealth in December 2025 as an Advisory Associate within the Financial Planning team. He assists in developing detailed financial plans and investment strategies to help individuals and families navigate their financial future.
Before joining HB Wealth, he spent four years with Grant Thornton in Atlanta. There, he worked within the Assurance service line, leading both public and large private audit engagements. He also held leadership positions within the local office Advisory Council.
Owen earned his Bachelor’s degree in Economics with a concentration in Accounting from California Polytechnic State University – San Luis Obispo. He is a Certified Public Accountant (CPA) and is actively pursuing the Certified Financial Planner® (CFP®) designation.
In his spare time, Owen enjoys spending time with family and friends, golfing, and cheering on the Dawgs.