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
Ivy Woo John
MBA, GBA
Associate - Employee Benefits Specialist
Joanne Durand
Executive Assistant
& Office Manager
Eryn Denroche
CFP
Financial Planning Analyst
Astrid Loaiza
Administrative
Associate
Contact Financial Confidence™
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