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®, 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
Joan Bowers Making Forbes Again!
Joan F. Bowers was named to the 2026 edition of the Forbes list of Best-in-State Wealth Advisors. The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person...
Joan F. Bowers – Forbes 2026
Exciting news! Joan F. Bowers – Has been named Best-in-State Women Wealth Advisor by Forbes! See the full 2026 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors 2026 Forbes Best-in-State Women Wealth Advisors, developed by Shook Research, is based on the...
Congratulations Joan!
Joan F. Bowers has been named to Forbes’ 2025 list of Best-in-State Women Wealth Advisors. See the full rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The 2025 Forbes Top Women Wealth Advisors Best-in-State list, developed by Shook...