Jeff Brown CFP, RHU, BBA

Partner, Certified Financial Planner

As a Certified Financial Planner (CFP®), I’m committed to helping clients build confidence and clarity in their financial lives. I believe successful financial planning starts with strong relationships — understanding your goals, values, and what truly matters to you.

Whether it’s planning for retirement, growing investments, or protecting your family’s future, I provide personalized guidance designed to make complex decisions simple and meaningful.

Outside of work, I’m a happily married father of three who enjoys travel, the outdoors, and time spent with family — experiences that inspire my belief in planning for life’s most important moments.