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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."
Owen is an Operations Associate who helps ensure Coyle’s processes run smoothly and efficiently. He brings experience from both client service and financial operations roles, building on a foundation he established while earning his bachelor’s degree in finance from the University of New Hampshire.
Owen values the opportunity to support clients and advisors by maintaining strong operational systems that allow the team to deliver the highest level of service.
Outside of work, Owen enjoys playing hockey and golf, and can often be found snowboarding during the winter months.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.
