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  • Strategy
  • Consulting
  • Account Management & Consulting

Wade Owens

Chief Financial Officer


Wade delivers 25 years of financial acumen and experience in connecting clients to solutions. With experience in banking, wealth management and advising operating companies, Wade has used that same process we use – discovery, strategy and customized solution creation – to structure and manage complex commercial banking credit transactions, manage wealth for private clients, and lead community banks. As our CFO, Wade focuses on banking + finance client needs and challenges, helping build strategic digital and traditional solutions that deliver Meaningful Connections.


University of Arizona

Bachelor of Arts

MBA, University of Dallas in Irving


Dallas Children's Advocacy Center

Board of Trustees

Water Tower Theatre Board of Directors, UTD School of Arts and Humanities Advisory Board, Former Chair of Board of Center for Non Profit Management

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Career Highlights

10 Years

Corporate Banking

Executive Management

Managing secured credit portfolio, managing cash flow and financial investments Phelps Dodge, Petsmart, Discount Tire, Waste Management
6 Years

Private Wealth Management

Fiduciary Wealth Manager

Investment management, trust and estate planning, credit management Private clients
6 Years

Community Banking


Commercial and retail banking expansion, financing, trust management Third Coast Bank, American Bank of Commerce

"One way or another, we all have to find what best fosters the flowering of our humanity in this contemporary life, and dedicate ourselves to that." – Joseph Campbell

Life Lesson

Stay curious. With empathy for the human condition, and honest reflection, you'll be amazed at what you can do.