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Owen T. McCabe, CIMA®

Vice President
Owen McCabe collage

Client goals and circumstances change over time. That's why I believe it's important to have client reviews, analyze plan effectiveness and adjust clients' wealth plans for the future.

I'm a sports fan and enjoy watching football and soccer. Other interests include cooking, traveling and spending time with my wife, Ashley, our two young daughters, and dog, Cosmo.

Professional Focus

Owen's background and experience working in the financial services industry offers the team keen insights and industry perspectives when assembling, planning and implementing strategies to help meet clients' long-term financial goals. In his role on the team, Owen conducts investment research and analysis, manager research and due diligence and focuses on portfolio construction.

Past Experience

  • Wells Fargo Advisors, Financial Advisor
  • Halcon Resources, Accountant
  • UHY LLP (now BDO LLP), Auditor
  • Pritchard Capital, Intern

Education & Professional Achievements

  • Certified Investment Management Analyst® (CIMA®), 2020
  • University of Houston, Master of Science, Accounting
  • Texas A&M University, College Station, TX, BBA Accounting

Ready to put a plan in place for the future?

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