As a founding partner, Owen brings over 30 years of experience in Wealth Management to Schrum Private Wealth Management. In 2005 he attended the Wharton School of Business where he became one of a select few financial advisors to successfully earn the prestigious Certified Investment Management Analyst, CIMA ®, designation. Prior to founding Schrum Private Wealth Management, Owen was Senior Vice President, Portfolio Manager at Morgan Stanley where he managed investment portfolios for high net worth families as well as provided consulting services for institutional investors, foundations and non-profit entities. As a First Vice President at Merrill Lynch, he held the position of designated money manager under the Personal Investment Advisory (PIA) Program. Owen holds a B.S. in Chemistry from Hampden-Sydney College, an MBA from the Aresty Institute, Wharton School of Business, University of Pennsylvania and a CIMA ® designation from the Wharton School of Business, University of Pennsylvania. Owen shares his lifelong passion for basketball by coaching a local youth league and shares his love of fly fishing and travel with his wife and three children.
Greetings! After working for a big Wall Street Firm, Eric joined Schrum Private Wealth Management in 2017 and embarked on a mission to provide Christian believers with the top retirement planning and investment management available.
When Eric isn’t helping his clients achieve what is most important to them through planning and investing, you can find him with his wife Scuba Diving, Traveling, Reading, surfing, and trying to eat healthy (If it weren’t for Cookout milkshakes!)
Eric is a CFP® Certificant, a Dave Ramsey Trusted Advisor, and a member of Kingdom Advisors. Eric has been featured in The Faith Driven Advisor, The Affluent Investor, is the President Elect for The Rotary Club of the Capital City, a member of The Summit Church in Raleigh, and hosts the popular podcast “The Christian Retirement Show.”
Mary Atkinson, brings over 20 years experience to the firm. Formerly with Morgan Stanley and Merrill Lynch, Mary holds her Series 7, 63 and 65 licenses and holds her insurance license, in addition to two AS, Legal Office Management and Business Management from St. Johns River State College. Mary is active in the community and is a long-standing member and past President of the GFWC Jr. Woman’s Club of St. Augustine. Mary and husband John live in St. Augustine Beach. They enjoy kayaking and traveling. They have four grown children and three new grandchildren.