ABOUT FINANCIAL CONFIDENCE®
Exclusive Services. Powerful Wisdom. Connected Talent & Resources.
What matters most to you is what we are about. We implement Life Insurance Value Optimization to protect and preserve your wealth. We drive business continuity to deliver ownership freedom. We empower successor accountability and purposeful wealth transfer. We empower financial confidence.
Core Personnel
Keith Brown
CFP, CLU, CH.F.C, FEA, CExP™, TEP
Business Family Advisor
Dylan Brown
DIPL. T, CLU®, CHS™, CEPA™
Financial Planner
Jess Brown
Business
Advisor
Sahar Rezvani
Financial Planning
Analyst
Katherine Danyo
Client Care
Coordinator
Tyannika Lam
New Business
Coordinator
