Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Gerry L Owen

CPA

Financial Advisor

Learn more about Gerry L Owen Visit Gerry L Owen's website

Jason K Crane

JD, CFP®, AEP®

Financial Advisor

Co-Founder of Crane & Owen Financial Solutions
Learn more about Jason K Crane Visit Jason K Crane's website


Our team

Debra Lanham, MBA

Debra Lanham, MBA

Office Manager