EXECUTIVE TEAM
RENITA M. OWENS, CPA, PFS*
Principal
I first started working in accounting and did not realize that it was a “helping” profession. Now I have over 20 years of experience as a Financial Advisor and helping people is my main job. I have the satisfaction of being able to help individuals and businesses reach their optimum potential financially, every day. Today, my work entails helping folks with their investment and retirement savings and consulting with small to medium-sized businesses in many operational areas to help them survive and thrive. My job activities change every day, and I love it.
My interests in college leaned toward education and music. In fact, I majored in Religious Education at Furman University, and real life led me back to school to take the accounting courses required for the CPA licensing I obtained in 1987. After many years as an accountant, I became Series 6 and Series 63 licensed to become a Financial Advisor in 2002.
When I am not working, I spend time with my grandchildren, run several times a week, garden, and read. I’m currently the Choir Master and organist at St. Mark UMC of Greenville where my husband is pastor.
Beth Dickson
Licensed Insurance Agent
Beth worked as an accountant for 25 years before deciding to become a Licensed Insurance Agent. After listening to clients and their needs and issues, she decided to help people with their life and long-term care insurance needs.
Beth remembered that feeling of relief when she obtained life insurance for herself and her husband so that her growing family would be provided for should the worst occur. Talking with clients over the years, she has seen the “bad,” where families are struggling to work and take care of their aging parents at the same time, as well as the “good,” where families are prepared and able to manage the care given to their parents. Long-term care enabled them to work and not take such a financial hit on their family, and they have more quality time with their loved ones.
She has been married for over 30 years and has two grown daughters, a golden retriever named Cooper, and two golden doodles named Beans and Ozzy. One daughter is a travel nurse, and the other is a graduate student in counseling psychology at Southern Wesleyan University. Beth enjoys boating, gardening, and reading. She loves people and would love for you to call her if you need help with anything.
Rebecca Rivera*
Financial Consultant
Focus Areas: 401(k) Rollovers, IRAs, Long-Term Care, Life Insurance, Annuities, College Education (529) Plans, Small Business Retirement Plans
Rebecca Rivera is a Financial Consultant and Licensed Insurance Agent who is Series 7 and Series 66 licensed. She enjoys helping people improve their financial security and is very passionate about helping them manage debt, gain life insurance to protect their loved ones, start college education plans to help pay for children’s and grandchildren’s tuition, grow retirement accounts to prevent hardship during retirement, and start annuities to provide lifetime income.
Rebecca began working with Renita M. Owens, CPA, PFS, Wealth Managers in 2019 after a 11-year career in the education field. She received her Master’s to Teach English as a Second Language from Middlebury College’s Institute of International Studies in Monterey, CA, and has a Bachelor of Arts in Anthropology from the University of South Carolina. She previously taught at Memphis City Schools and Greenville High School. She now specializes in teaching clients about the various financial products available to them.
Before receiving her Master’s, she lived in Honduras for two years while working in the Peace Corps. She implemented and enhanced sustainable agriculture and youth development programs within her community, and collaborated with NGOs such as World Vision and Save the Children with their initiatives. She is fluent in Spanish.
Rebecca lives in Simpsonville and has a young daughter and a terrier she dotes on. Her hobbies include rambling in parks, family walks with the dog, reading, and gardening.