Owenby Jones | Alpharetta

You get a whole team,
not a call center.

Our Alpharetta team brings comprehensive financial planning, investment management, tax strategy, insurance, and more in one place, so you always know who to call. You get a whole team, not just a call center.

Schedule a Meeting

Take the first step toward your financial goals. Schedule a discovery call.

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Statements, tax documents, trust papers. Never email them.

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Client Portal

Balances, performance, documents.

Contact Our Office

Call 678-224-8484 and a member of our team will be happy to help

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Meet Our Alpharetta Team

A dedicated group of professionals

Jonathan Owenby, CRPC®

Managing Partner & Wealth Advisor

(678) 224-8484

jonathan@owenbyjones.com

Lisa Disney

Director of Client Services

(678) 224-8485

lisa@owenbyjones.com

Tara Shannon, FPQP™

Director of Operations

(678) 224-8486

tara@owenbyjones.com

Vee Holcomb

Wealth Strategist

(678) 325-1431

vee@owenbyjones.com

Jordan Drucker

Client Services Specialist

(678) 748-3573

jordan@owenbyjones.com

Jackie Stephens

Client Services Specialist

(678) 904-2386

jackie@owenbyjones.com

^{Discovery Meeting}Are we a fit?

Looking for a second opinion on your financial plan?

Wondering if your investments, tax strategy, and retirement goals are working together?

Want to see if our team is the right fit for your needs?

Book a 30-Minute Fit Call