Team
Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Ron has been in the investment business for over 21 years. He loves helping people figure out where they are financially and help them come up with a plan designed to help achieve their goals. Ron’s other interests are running,...
Karen joined Brown Financial Services Group in October 2018 as an Administrative Assistant. Before joining BFSG, Karen spent 4 years servicing clients in the Credit Union industry. She loves getting to know the clients at BFSG, from...
Leroy joined Brown Financial Services Group in February 2018 as our Assistant Director of Barketing. His only prior experience before joining the company was being a playful puppy. Brig convinced him that he would like the Barketing...
SWAG Team
Jeremy Olen, CFA
Managing Partner and Chief Investment Officer
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment...
Jeff Schnoebelen
Vice President, Porfolio Consulting
Christopher Mercado, MBA, CFP®, CIMA, AIF
Managing Partner and Chief Investment Strategist
As an owner and Managing Director of The Financial Services Network, Christopher is responsible for leading the Business Development initiatives within the organization, which includes the recruitment of new advisors, offices and...