Our Team

Mitchell R. Owen, CLU®, CFP® Headshot

Mitchell R. Owen, CLU®, CFP®

Financial Advisor

Mitch focuses in helping medical professionals, business owners, corporate executives and other individuals make thoughtful financial decisions. Those decisions help lead to clarity and peace of mind. Perhaps even sleep better.

By focusing on the key drivers of his clients he creates plans that help meet the financial and personal objectives of his clients.

After a successful career in the corporate television business as a producer, writer and editor, Mitch joined New York Life in 1999. He completed his Chartered Life Underwriter (CLU®) designation in 2002 and his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 2004. Mitch feels that with this knowledge, and the available resources through New York Life and their affiliates that he can provide comprehensive advice not available everywhere.

Mitch is a graduate of Syracuse University. He and his wife Cathy and his two children live in a suburb of Philadelphia. Mitch loves to travel, take photos and plays golf occasionally. Recently, he took up the guitar.

Mitch is a member of the National Association of Insurance and Financial Advisors and a Lifetime and Qualifying Member of the MDRT1.

Robert Headshot

Robert Graham

Assistant Financial Advisor

Robert has been in the financial services industry for over 15 years. He started his career working for Prudential in customer service and then marketing. He joined New York Life in 2004 as an internal wholesaler supporting the sales force with market updates and actionable investment ideas. He educated advisors on investment solutions using mutual funds2, annuities, separately managed accounts3, and life insurance products. Bob started with Cornerstone Planning Group in February of 2013. He manages the research process for the selection of investment products. He holds a FINRA Series 6, 7, 66, life insurance producers license, and has an MBA in Finance.

Lyn Headshot

Lyn Faulkner

Executive Assistant

Lyn is the face of Owen Wealth and Retirement Strategies, her primary role is to schedule meetings with clients, follow up on outstanding service work and to track Mitch’s calendar.

Lyn has many years’ experience in consultative sales and account management and is a skilled communicator, listener, organizer and relationship builder. Lyn is active in local charitable organizations and in her home town. As she says, “I enjoy dealing with the public and always believe in projecting a positive attitude.”



1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
2Securities offered through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency.
3All Investment Advisory and Financial Planning services are offered through Eagle Strategies LLC, A Registered Investment Advisor, through Financial Advisors.
 

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