Our Team

Our team is here to serve you.

Owen Schrum, CIMA®
Owen Schrum, CIMA® , President
As a founding partner, Owen brings over 30 years of experience in Wealth Management to Founders Wealth Management & Planning. In 2005 he attended the Wharton School of Business where he became one of a select few financial advisors to successful...

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Mary Atkinson, NSSA®
Mary Atkinson, NSSA® , Senior Vice President
Mary Atkinson, brings over 20 years experience to the firm. Formerly with Morgan Stanley and Merrill Lynch, Mary is fully registered (Series 7, 63 and 65) and holds her insurance license, in addition to two AS, Legal Office Management and...

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Eric Schrum
Eric Schrum , Consultant
Prior to joining Capitol View Investment Partners, Eric was a Full Trader with Fidelity Investments, trading stock, mutual funds, and fixed income for Fidelity’s retail clients. Eric also worked as a staffer for Venture Capital fund Sovereign&...

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Perri Griffin
Perri Griffin , Director of Services
Perri Griffin brings fourteen years’ experience in both private banking and investment advisory services to Founders Wealth Management & Planning.  She joins us from Bank of America where she was both a Level III Branch Manager as wel...

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Stuart Brawley
Stuart Brawley , Finance Director
Stuart brings with him 13 years experience in the investment advisory industry which he acted as the Corporate Controller, General Securities Principal and Financial Operations Principal. Stuart was born in Queens NY and raised in Maryl...

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Steven Donald
Steven Donald , Director of Business Relations
Steven Donald is Vice President and Director of Business Relations for Spire Investment Partners. Steve is responsible for managing the relationship with the firm’s custodians, technology vendors, wholesalers and affiliated practices. He previ...

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Sue McKeown
Sue McKeown , Chief Compliance Officer
Sue McKeown is Chief Compliance Officer where she is responsible for firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishmen...

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