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.

 

LATEST
NEWS

Healthy, Wealthy and Wise

Business Ownership The connection between financial wellness and health can have benefits for your employees and your business. The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for...

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Becoming a Digital Nomad

Lifestyle and Technology Two truths and a lie about life on the road. It’s common to consider downsizing as you approach retirement, but maybe not to the extreme some are now doing. Think: no permanent residence. There’s a trend of so-called digital nomads, defined as people...

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