Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • *Investing principles and strategies
  • *Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • *Can I retire early?
  • *Are my investments working hard enough?
  • *What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Jeanne Owen through her affiliation with Avantax.


Jeanne Owen

(508) 966-7136

(508) 966-7379

I have been working with individuals and businesses in the area for several years.I have extensive personal and professional experience.I am a qualified representative licensed to sell a variety of investment and insurance products.I...

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Peggi Burkholder

(508) 966-7136

(508) 966-7379

Peggi has been an Enrolled Agent with more than 30 years tax and financial experience. She specializes in personal, small business, non-profit, and trust returns. She spends more than 30 hours a year, in seminars and classes keeping...

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Tim Owen

Preparer/ Small Biz Analysis



Tim is our newest addition to the team. He comes with management background in construction, transportation, small business and food industry management.

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