About My Practice
Our mission is simple; we are committed to providing objective and unbiased advice on an independent and FEE-ONLY basis. This means that we will NEVER accept commissions. This helps to ensure that you will receive objective and unbiased advice that is in your best interest. This fact alone sets us apart from the majority of other advisors you will encounter. We are Fiduciaries, meaning that by law, we have to put your interests first. If a planner accepts commissions, most likely they are NOT fiduciaries. Ask yourself, why would you want to work with anyone that isn't required to put your interests first.
Retainer Financial planning and Investment Management (FEE-ONLY), including investment management, retirement planning, insurance, charitable, estate, tax, and education planning. We will be your financial coach to ensure that all areas of your financial life are being managed to achieve your life's goals and dreams. In this service, we do the heavy lifting, taking as much of the burden off of your shoulders as possible to enable you to enjoy your life and have peace of mind knowing that you have a highly qualified and trusted financial professional working for you.
See our website at www.BrownWealth.com
2002 to Present - President, Brown Wealth Management with offices in Eden Praire, MN
2001 to 2002 - Financial Advisor, Financial Network Investment Corporation, Minneapolis, MN
1999 to 2001 - Financial Consultant, Deloitte Consulting, Minneapolis, MN
1998 to 1999 - University of Minnesota, MBA Degree Program - Investment and Corporate Strategy
1988 to 1998 - Investment and Corporate Banking positions with national firms including US Bank and Fleet Bank
1988 - Graduated with degrees in Finance and Accounting from the University of Colorado
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - NAPFA Registered Financial Advisor, Full Member of
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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