Dave Owen CEPA, AAMS
The most rewarding experiences I have had in life are those I\'ve shared with my wife of over 16 years, Shina. We moved to Brigham City in 2019 and are raising five wonderful children in a great, family-friendly community. This community is wonderful, and I enjoy being involved with the Brigham City Rotary Club and the Box Elder Chamber of Commerce Ambassadors. Outside of the office, I enjoy mountain biking and golfing while trying to stay consistent with my strength, conditioning and agility training so I can enjoy my life and family for decades to come. I help business owners and their families become financially independent from their businesses. I understand the needs of the business owner and the owner\'s transition options, either to the next generation or to new owners. I bring the knowledge and dedicated process to guide a business owner through internal transfers, such as an ESOP, or external transitions, such as an M&A strategy. I also advise individual clients, guiding them to determine the most appropriate savings and retirement strategies tailored to their most important goals.
Business Info
- Name
- Edward Jones
- Classification
- Financial-Financial Planning
- Office Phone
- 435-339-6181
- Office Email
- Office Address
- 86 South Main Brigham City Utah 84302
- Description
- I help business owners and their families become financially independent from their businesses. I understand the needs of the business owner and the owner\'s transition options, either to the next generation or to new owners. I bring the knowledge and dedicated process to guide a business owner through internal transfers, such as an ESOP, or external transitions, such as an M&A strategy. I also advise individual clients, guiding them to determine the most appropriate savings and retirement strategies tailored to their most important goals.