Jeff Brown has spent his career helping clients create plans to achieve their goals. With over two decades of experience, he believes the hallmark of his work is understanding client needs and emotions, and retaining the fiduciary, client-focused approach. Jeff is committed to providing premier service and building lasting relationships.

Some say Jeff brings warmth to many interactions, much like his home state of Arizona. Jeff listens carefully to each client's needs. He uses his analytical and problem-solving skills to create customized, wealth management plans.

When communicating, he simplifies complex topics so everyone can be involved in the financial planning process. Jeff understands that as your needs change, your plans should adapt as well.

With a breadth of knowledge from his past experience, Jeff has the ability to help clients discover their priorities. He models this with other advisors as a way to encourage continual enhancement of the client experience. Jeff is a Certified Financial Planner practitioner and earned a Bachelor of Business Administration in Economics.

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Jeff Brown - Outside the Office

Jeff and his wife Susan are proud parents to twin boys, Zachary and Jordan. Their lives took a significant turn when, at the age of two, both of their boys were diagnosed with autism.

Jeff and Susan are unbelievably proud of their boys’ remarkable journeys. Jordan, a graduate of Arizona State University, majored in communications and now share his powerful insights on building confidence to conquer life's obstacles through speaking opportunities. Zachary is working at “his dream job” where he and his colleagues leverage their attention to detail.

The family can be found cheering on the Philadelphia Eagles & playing with family dog, Jake.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.