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Financial Planning > College Planning

Owen H. Malcolm

By Staff Writer

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Sanders Financial Management, Inc.

4725 Peachtree Corners Circle

Norcross, Georgia 30092

800-393-6443

[email protected]

www.sandersfmi.com

Age: 29

Title: VP and COO

Education: BS in finance, Berry College, 1997; MBA in entrepreneurship, Kennesaw State University, 1999

Joined the firm: 2000

Employees at the firm: 2 principals, 6 total employees

Compensation method: Fee-only; most clients pay 1.2%

Prior work experience: Financial analyst for IBM Global Financing, then an investment representative for Edward Jones Investments, starting his own branch office

Professional designations: CFP

Outside interests: Spending time with family, community service, volunteer work, photography

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