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Estate Planning

How Do You Want To Be Remembered By Your Family And /Or Community?

How Do You Want To Be Remembered By Your Family And /Or Community?

What Is Your Definition Of A Great Legacy? How Are You Going To Transition The Family Business To The Next Generation?  What Investment Or Insurance Designs Fit Your Particular Situation Better To Accomplish Your Legacy Goals?

One Broad Definition Of Legacy Planning Is:

Your legacy is a collage of your actions, contributions and achievements. Positive or negative, big or small, what you do, give and accomplish defines your legacy. Legacy planning helps you discover ways to use your time, talent and money to make a lasting impression on those you love and the causes you believe in.

Our Specialty:  Working with Entrepreneurs, Business Owners and Family Members

Family Business Sucession Planning

Many experts agree, the real strength of a generational family business is having a clear vision for the business and a family value system that shapes the decision making processes within the family and the business.

Another critical part of the succession equation is access to the professional skill-sets needed to preserve and renew a business - and to help manage the succession process.

How do we work towards your goals for building a legacy? We work with your advisory team of attorneys and tax professionals to help design structures to work towards your end vision.

Chad Williams, CPFA®

Wealth Advisor

678-269-4955

chad@owenbyjones.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...

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Donald Jones

Chief Operating Officer

(678) 224-8480

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 that the company has the proper operational controls,...

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Feleatha Hyde

Director of Client Relations

678-224-8487

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...

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Jacob M. Zuniga, JD

Wealth Advisor

678-373-0533

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...

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Jeff Jones, CFP®

Managing Partner & Wealth Advisor

678-224-8480

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...

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Jonathan Owenby, CRPC®

Managing Partner & Wealth Advisor

678-224-8480

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...

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Lisa Disney

Senior Operations Manager

678-224-8485

Lisa@OwenbyJones.com

Lisa Disney is the Senior Operations Associate 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,...

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Melissa Kilzer

Client Services Specialist

678-224-8483

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...

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Steven Bell

Client Services Specialist

678-224-8480

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...

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Tara Shannon, FPQP

Wealth Plan Services Coordinator

678-224-8486

Tara@OwenbyJones.com

Tara Shannon is the Wealthplan 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...

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Traci Sabin

Client Services Specialist

678-269-4955

traci@owenbyjones.com

Traci brings excitement and passion to Owenby Jones as she believes building relationships is the greatest way to give back to the world.

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