History
I have been a financial advisor for the past 8 years, starting in 2014. Before becoming an independent advisor at DM Brown Financial Services in 2022, I worked at Edward Jones for 8 years. Now that I am a partner at DM Brown, I am able to service my clients even better than I ever have with more investment options, resources, and financial planning tools.
Specialties
My areas of focus are personal finance, self-employment retirement plans, small business and large company retirement plans, annuities, estate considerations, wealth transfers, long-term care and life insurance.