Upon completing Baird's Financial Advisor Foundations Program, Owen joined the Peters Group as an Associate Financial Advisor. During the program, he gained valuable experience working with advisory teams across the country and developed a strong foundation in wealth management. He is fully licensed and has passed the CFP® exam, equipping him to deliver comprehensive planning solutions to clients.
A native of Pittsburgh, Pennsylvania, Owen graduated from Penn State University in 2024 with degrees in Finance and Accounting. At the Peters Group, his primary focus is financial planning—helping clients create integrated strategies for retirement, tax efficiency, estate considerations, and long-term goals.
Outside of work, Owen enjoys outdoor activities, particularly hiking, backpacking, and skiing.