OUR TEAM
Exclusive Services. Powerful Wisdom. Connected Talent & Resources.
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
