About Us

PROVIDING CUSTOMIZED SERVICES FOR DISCERNING CLIENTS

We 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 

joan

Joan F. Bowers, AAMS®

Financial Advisor, RJFS

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,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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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...

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