About Us
PROVIDING CUSTOMIZED SERVICES FOR DISCERNING CLIENTSWe offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Team
Our Exceptional Team Of Financial Advisors
Jerred A. Brown, MBA, CFP®, CDFA®, ChFC®, CLU®, CEP®
FINANCIAL ADVISOR, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
LATEST
NEWS
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult questions and make hard choices. One of the most challenging topics to consider...
Fed gets aggressive on inflation with 75 basis point rate hike
The Fed changed its tone at the June meeting with a 75 basis point rate hike, said Chief Economist Eugenio J. Alemán, Ph.D. The FOMC increased the federal funds rate 75 bps, the largest increase since 1994. The Fed has changed its tone, taking a more assertive policy stance...