"We don't decide our future. We decide our habits, which creates our future."
Marcus J Owens
Financial Advisor|RICP®
In-Person & Virtual Meetings
Collaborative Partners
Marcus is committed to providing exceptional leadership for his clients. Expansion by collaboration is a key statute for his brand. Melissa and Jodi have been staples on the team and will provide a quality back office experience. Craig, Taylor, James & Erica (of Bell & Wright Financial Group) are relationships of collaboration when a client situation arises. Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have questions planning opportunities, don't hesitate to contact Jodi or Marcus.
Melissa Manry
Investment Operations Associate
Melissa has over 20 years of investment experience. She is the lead investment support staff.
Taylor Robinson
Financial Advisor
I graduated from the University of North Texas with a degree in Finance. I was introduced to Northwestern Mutual through a colleague and was very impressed by the company’s diversity, growth, and supportive environment. I started my career as a Financial Advisor in Dallas, Tx. I now currently reside in Nashville, TN and strive to create custom plans for the financial security of my clients.
James Benjamin Bell Jr
CLTC®
Financial Advisor
While many desire financial security, it can be challenging to commit the necessary time required to PLAN for it. KNOWING where you stand in relation to your goals, will not only impact your own life, but also the countless lives of people who depend on and love you. Our commitment is to help you define your values and goals, create a written plan to guide your actions, and stay in touch.