Your Team Back: Jonathan Owenby, Jeff Jones, Melissa Krueger, Jacob Zuniga, Lisa DisneyFront: Tara Shannon, Donald Jones, Feleatha Hyde, Jonathan Owenby, CRPC® Managing Partner & Wealth Advisor 678-224-8480 678-224-8481 Jonathan Owenby is a Managing Partner and Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.Prior to forming Owenby Jones Wealth Management, LLC, Jonathan was a Private Financial Advisor and First Vice President at SunTrust Investment Services for over 15 years. He has been in the financial services industry since 1998.Jonathan graduated from University of Georgia with a bachelor’s degree in finance and economics. He is a CHARTERED RETIREMENT PLANNING COUNSELOR™ , earned through studies conducted at College of Financial Planning. (CRPC® conferred by the College for Financial Planning)Jonathan and his wife Regina reside in Norcross, Georgia with their two children Lily and Zach. He spends his free time with his family. Jonathan enjoys upland bird hunting with his trusty German Shorthair Pointer, Ava, fishing and going to UGA games in the fall with his family. Jonathan and his family are active members of Peachtree Corners Baptist Church. Jeff Jones, CFP® Managing Partner & Wealth Advisor 678-224-8480 678-224-8481 Jeff Jones is a Managing Partner and Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.Prior to forming Owenby Jones Wealth Management, LLC, Jeff was a Private Financial Advisor and First Vice President at SunTrust Investment Services for nearly 14 years. He has been in the financial services industry since 1997.Jeff graduated from Auburn University in 1997 with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ Professional, earned through studies conducted at Oglethorpe University in 2000.Jeff and his wife Leslie reside in Marietta, Georgia with their three children, Jacob, Carson and Morgan. He spends his free time with his family and donating his time as a Board Member of Family Promise of Cobb County helping support the homeless. Jeff enjoys tennis, fishing and going to Auburn games in the fall with his family. Jeff and his family are active members of North Metro Church. Feleatha Hyde Director of Client Relations 678-224-8487 678-224-8481 Feleatha@OwenbyJones.com Feleatha Hyde is the Director of Client Relations at Owenby Jones Wealth Management, LLC. In this role, she partners with the wealth advisors to ensure all clients receive the highest level of care by providing the coordination of services and resources to execute their requests.Prior to joining Owenby Jones Wealth Management, LLC, Feleatha was a Client Advisor and First Vice President at SunTrust Bank/SunTrust Investment Services for over 20 years. In 2012 at SunTrust, Feleatha earned the honor of being a member of the President's Team due to performing at a high level in the areas of business development, client servicing, and problem resolution. She has gained invaluable experience by performing varying management roles at SunTrust in the Retail Banking Division which included Branch Manager of one of the largest metro Atlanta branches and Private Banking Manager of the two largest metro Atlanta branches. She has been in the financial services industry since 1988.Feleatha graduated from Middle Tennessee State with Cum Laude Honors with a bachelor’s degree in finance in 1988. While at SunTrust Bank/SunTrust Investment Services, she became a Registered Representative and holds the Series 7 and 63 registrations with LPL Financial and the Series 65 registration with Wealthcare Advisory Partners, LLC..Feleatha and her husband Michael reside in Roswell, Georgia. Feleatha enjoys traveling domestically & internationally with Michael and spending time with their families that live in TN/OH/MI & Germany. Photography, gardening, reading a good book and spending time with friends are favorite pastimes as well. Feleatha is a member of St. James United Methodist Church in Alpharetta. Lisa Disney Senior Operations Manager 678-224-8485 678-224-8481 Lisa@OwenbyJones.com Lisa Disney is the Senior Operations Manager at Owenby Jones Wealth Management, LLC. In this role, her primary responsibility is ensuring that clients receive the best possible operational support by handling account inquiries, executing operational requests, and managing account maintenance and paperwork.Prior to joining Owenby Jones Wealth Management, LLC, Lisa was a Senior Investment Associate at SunTrust Investment Services for over 10 years. She began her financial career in 1996 as a Sales Assistant with PaineWebber (now UBS Financial) and gained experience with Wachovia Securities (now Wells Fargo), AG Edwards and Alexander Key Investments.She holds her Variable & Fixed Annuity Insurance Licenses with the State of Georgia and is a Registered Representative that holds Series 7 and 63 registrations with LPL Financial.Lisa resides in Cumming, Georgia with her two sons, Michael and Bennett. She enjoys quality time with her sons and being at the ballfields watching them play baseball. Tara Shannon, FPQP™ Wealth Plan Services Coordinator 678-224-8486 678-224-8481 Tara@OwenbyJones.com Tara Shannon is the Wealth Plan Services Coordinator at Owenby Jones Wealth Management, LLC. In this role, she partners with the advisors and their clients to ensure the review meetings are coordinated & prepped appropriately along with providing additional support for their servicing needs. Additionally, she provides other office administration & operational support including special projects to enhance the client experience at the company.Prior to joining OJWM, Tara was a Risk Account Mangaer at Equifax. Before Equifax, Tara had 6 years of experience in banking, to include Bank One (now JP Morgan Chase) and Beneficial Mortgage in Dayton, Ohio.Tara graduated from Wright State University in Dayton, Ohio with a bachelor's degree in Sociology in 1995. She also earned a Master's in Management with an emphasis in Human Resources Management from Troy University in 2008. She also earned the designation of Financial Paraplanner Qualified Professional™ from the College for Financial Planning®.Tara and her husband Andrew reside in Cumming, Georgia with their youngest child Madison. They have two older children Adrian and Whitney, along with a grandson PJ. Tara and her family are active members of New Zion Christian Church in Suwanee, Georgia. Jacob M. Zuniga, JD Associate Wealth Advisor 678-373-0533 678-224-8481 Jake@OwenbyJones.com Jake Zuniga is an Associate Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as risk management and investment strategies. Jake also assists the wealth advisors in wealth plan development for clients.Prior to joining Owenby Jones Wealth Management, LLC, Jake was a Financial Representative of Northwestern Mutual in Los Angeles and has been in the financial services industry since 2015. Before entering financial services, Jake practiced law for a national law firm from 2007 to 2015 and has been practicing law since 2003.Jake graduated from Pepperdine University in 2000 with a bachelor’s degree in political science. He graduated from Pepperdine University School of Law in 2003 with a Juris Doctor degree.Jake and his wife Caroline reside in Marietta, Georgia, with their daughter, Cecilia Mae and son, Mathew James. He spends his free time with his family. Jake enjoys playing basketball, as well as watching college football and documentaries on American history. Jake and his family attend church at Grace Marietta. Chad Williams, CPFA® Wealth Advisor (404) 421-1775 email@example.com Chad Williams is a Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management. Ensuring his client sleep well at night is his top priority. Prior to partnering with Owenby Jones Wealth Management, LLC, Chad was a Wealth Advisor at LPL Financial (formerly INVEST Financial) since 2002. He also successfully managed two investment programs at Cobb County banks prior to their mergers. Chad has held his Series 7 (General Securities) held through LPL Financial, series 66 (Investment Advisory) held through LPL Financial and Wealthcare Advisory Partners, and various insurance licenses since 2006. Also, as a Certified Plan Fiduciary Advisor (CPFA), Chad can better serve his small and mid-sized company clients by overseeing their retirement plans. Chad and his wife Jenna are Smyrna natives and live on their family farm, “GB’s Lake and Stable”. Chad is actively involved at Milford Baptist Church and the C3 Food Ministry. An avid history buff, genealogist, and outdoorsman, Chad enjoys working at GB’s, and their wedding venue, “The Farm at Silver Creek”. Donald Jones Chief Operating Officer (678) 224-8480 (678) 224-8481 Don@OwenbyJones.com Donald Jones is the Chief Operating Officer at Owenby Jones Wealth Management, LLC. In this role, he provides the Managing Partners, the management, and vision necessary to ensure the company has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization and to provide financial strength and operating efficiency. The position accomplishes this through a respectful, constructive, and energetic style, guided by the objectives of the company.Before joining Owenby Jones Wealth Management, LLC, Don held numerous Leadership positions in both the military and civilian markets. As an Officer of Marines and Naval Aviator, Don advanced to Aircraft Commander and Flight Instructor in both airplanes and helicopters responsible for the safety of airframes and crewmembers as well as the training of new pilots. As a Safety Inspector with the Inspector General staff, Don was responsible for safety programs for over 2,000 personnel, assisting them with developing and implementing Aviation and Ground Safety programs. As Operations Officer, Don was responsible for coordinating with numerous foreign agencies to schedule joint operations. Upon leaving the United States Marine Corps, Don has worked to improve operational efficiencies with a national award-winning law firm, numerous types of manufacturing facilities, and currently owns and operates a Coffee distribution company.Don graduated from Auburn University with a Bachelor of Business Administration degree in 2002. Designated a United States Marine Corps Officer in 2004. Designated a Naval Aviator in 2007. Appointed to Inspector General Staff as a Safety Auditor in 2009. Designated a Primary Flight Instructor in 2011. Certified as Department of Defense Acquisition Professional in 2015.Don and his wife Liz reside in Marietta, Georgia, with their two children, Lydia and Nora. He spends his free time with his family. Don enjoys fly fishing, hiking, camping, traveling, and relaxing with family on the beach. Don and his family are active members of Johnson Ferry Baptist Church and greatly enjoy going on mission trips all over the world. Melissa Kilzer Client Services Specialist 678-224-8483 678-224-8481 Melissa@OwenbyJones.com Melissa is originally from Chicago, IL, however, she moved to Marietta, GA in 1989. As a graduate of Lassiter High School, she is happy to be back in Marietta. She is the oldest of four children and very close to her family. After losing her father suddenly to pancreatic cancer, she enjoys volunteering for the National Pancreatic Cancer Foundation.Melissa graduated from Kennesaw State University with a Bachelors in Business Administration. She has worked in the restaurant business on and off since she was 15 years old, and truly loves customer service. Melissa joined the Owenby Jones Wealth Management team in June 2019, prior to that she worked at Magellan Planning Group, Inc. in Brookhaven, GA for 16 years.Melissa and her husband Brian bought a house in Woodstock in the Summer of 2018. They have two dogs, Lola and Cliff and are very thankful for a nice big backyard for them to enjoy. Having rescued Cliff from the Humane Society, she likes to support their efforts. Melissa enjoys working on their new home, learning to garden, traveling, bowling, and spending time with her family and friends. Paola Drekha-Koz Client Services Specialist (678) 284-2484 (678) 224-8481 Paola@OwenbyJones.com Paola was born in Miami Fl. and was raised in Caracas, Venezuela. She moved to Atlanta with her grandparents when she was 14 years old for a better education and future. She is an only child and the oldest granddaughter in the family. She is bilingual and speaks fluent Spanish as it was her first language. She attended Sprayberry High School where she began English Immersion classes and graduated in 2017 with a 4.0 GPA. She was awarded with several scholarships to attend college debt free. Paola graduated from Kennesaw State University with a Bachelor of Business Administration in Marketing. She is a first-generation college student. Paola was working full-time while taking all her required classes to graduate on time. She has been exposed to working in different industries such as Insurance, Education, Human Resources, Sales and Payroll.Paola is very passionate about traveling and getting to know different cultures, foods, and traditions. She has been to 7 different countries so far including Egypt, Panama, Turkey, Portugal, Spain, the Dominican Republic, and of course, Venezuela. She also enjoys spending time with family and friends; having game nights, and lunch or dinner out. She also plays tennis and soccer in her free time and likes staying active by going on walks or going to the gym. Paola has a cat named Milan. He is her little best friend and company at home.Paola has great desire for learning and growing. She wants to potentially become a Financial Advisor in the future. She is always willing to face any challenges to pursue her professional and personal goals with a positive attitude. Steven Bell Client Services Specialist 678-224-8480 678-224-8481 Steven@OwenbyJones.com Steven grew up in Statesboro, GA and moved to Gainesville, GA to attend Gainesville High School. Upon graduating from Gainesville High, Steven moved back to Statesboro to attend Georgia Southern University. Steven is the youngest of 3 children. Steven graduated from Georgia Southern with a Bachelor's in Biology. He met the love of his life while attending Georgia Southern and have been happily married for 8 years. Steven joined the Owenby Jones Wealth Management team in July 2020. Prior to his arrival, Steven had a 13 year career as a Fitness Coach and Regional Manager at Fitness Together, a boutique personal training facility. Steven's deep passion for helping clients live their best lives through proper coaching and education has made Steven a great addition to the team. Steven has lived with his wife in East Cobb since 2007. The two enjoy camping, traveling to national parks, and spending lots of time with friends and family. Steven enjoys music, playing guitar, trail running, weight lifting, cycling, music festivals, and all things outdoors. Traci Sabin Client Services Specialist 678-269-4955 firstname.lastname@example.org As a Client Service Specialist for Owenby Jones Wealth Management, LLC, Traci serves as a liaison between clients and advisors. Traci brings excitement and passion to Owenby Jones as she believes building relationships is the greatest way to give back to the world.Traci is originally from St. Augustine Florida. She moved around until her early teenage years where she then made Chattanooga, Tennessee her home. Moving around frequently throughout her life has taught Traci the importance of adapting and being flexible. She places high value on growth and learning for her career, building relationships with people, as well as her interest and hobbies.Before joining Owenby Jones, Traci’s careers embodied the philosophy of learning and building. She comes from a working background in Education, Customer Relations, and Office Management. She is a Tennessee Tech University graduate who graduated with Honors and awards.Traci is a mother to three children; a teenager daughter and younger twin daughters. Being a working mom keeps her busy but you can often find her with a book in hand, spending time outdoors, traveling, and music playing in the background. These are the things that keep her balanced and happy.