Lorie Owens, ChFC®, CASL®

Lorie Owens, ChFC®, CASL®

Registered Associate

Office: 575-887-2013
Fax: 575-885-0572
E-mail:
 

Lorie is a highly qualified and dedicated professional, holding multiple licenses and designations in the financial industry. As a FINRA Registered Associate, she has earned her FINRA Series 6 & 63 licenses and is also a licensed insurance agent in New Mexico. In 2008, Lorie achieved the prestigious Chartered financial Consultant (ChFC®) designation, followed by the Chartered Advisor for Senior Living (CASL®) designation in 2009.
With an impressive tenure dating back to 1994, Lorie has been an integral part of BCO Wealth Management. In her role, she provides invaluable support to the advisors, assisting in opening new accounts and fulfilling various administrative responsibilities. Her commitment to delivering outstanding customer service is wholehearted, reflecting her passion for helping clients achieve their financial goals.


Lorie and her husband, Mike, proudly call Carlsbad, NM, their lifelong home, celebrating 45 years of a loving relationship. Beyond her professional endeavors, she cherishes the moments spent with her husband, children, grandchildren (including one great-grandchild), and sisters. Lorie's faith and deep ties to her church community hold a central place in her life. Nurturing her creative passions, she delights in scrapbooking to preserve cherished family memories, while also embracing the pleasures of reading, traveling, and embarking on off-roading adventures with her husband in their side by side.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck