Kathleen Owings has been recognized by Advisor Today with the “Four Under Forty Award,” given annually to four outstanding financial advisors who achieve excellence in their profession by or before the age of 40.
"I am frequently asked about my career progression from the Army to the financial-services industry," Owings says. "These seemingly unrelated professions actually share many underlying values. As an officer, I served the nation and my soldiers with trust and integrity. These values lend themselves well to building client relationships based largely on trust. Both professions require meticulous planning, thoughtful design and flexible execution."
Community service has always been important to Owings. Giving back to her community complements her work with clients and amplifies her dedication to serving others. For the past 10 years, for example, she has served on the Board of Trustees for the Pikes Peak Library District. She has also worked with the Peak Military Care Network, which connects the community’s military service members, veterans and their families with resources provided by their community partners. Read More