Owen Wade has over 50 years of experience in the financial service industry. His original focus was in the life insurance industry; however, over the years he has
expanded his area of expertise by acquiring the Chartered Financial Consultant (ChFC ) designation as well as the Certified Life Underwriter (CLU) through continued education.
In addition, with a number of years involved with Advanced Underwriting while serving as a home office employee of an insurance company, he worked with agents’ clients and their attorneys dealing with estate planning situations. Following his return to individual practice, he achieved recognition from the National Association of Estate Planning councils as an Accredited Estate Planner (AEP).
Owen has been actively involved in the community throughout the years. He spent many years as President of the Fort Wayne Estate Planning Council and serving on the local CLU chapter. He was also instrumental in the formation of the Family Business Center at St. Francis College.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies