Jennifer Owens

At Old Growth Financial I do things differently. I am not here to sell you financial products you don't need, or pressure you to open accounts for investment management. As an advice-only fiduciary, I provide clients with comprehensive one-time financial plans for a transparent fixed flat fee. Throughout the process of creating your one-time financial plan, I offer independent advice that is completely tailored to your individual financial life. Financial planning does not have to be overwhelming. Let's work together to clarify your financial goals and develop a manageable plan to live the life that you want. My initial consult is always free. Reach out today!

Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective. Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return. Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning. Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!) If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Brandon Rowe is a Planning Consultant at Fidelity Investments, where he assists clients in creating and managing financial plans to achieve their goals. He provides guidance on investment strategies and informs clients about the resources available through Fidelity. He has held various roles within Fidelity Investments since 2006, including Investment Solutions Representative and Workplace Planning Consultant II. His professional experience also includes positions at Morgan Stanley as a Wealth Management Associate and at Fisher Investments as a UK Investment Counselor. Brandon's career reflects extensive experience in financial planning and investment counseling. Outside of his professional work, he has interests in baseball and fishing.

Emily Hicks is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she partners with high net worth individuals and their families to take a holistic approach to their financial situations, aiming to guide informed decision-making through various financial challenges. Emily has built her career at Fidelity Investments, progressing from Investment Consultant (2015-2018) to Financial Consultant (2018-2022) before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds a California Insurance License.