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 Brown

LPL Registered Principal

916.928.2207

916.928.2209

Ron.Brown@brownfsg.com

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,...

Austin Brown

Financial Advisor

916-928-2207

916-928-2209

austin.brown@brownfsg.com

Austin Brown joined Brown Financial Services Group in July 2014 as an Administrative Assistant. Austin received his Business Finance Degree in December of 2015 from Southeastern University in Lakeland Florida. He obtained his Series 7...

Lynn Cox

Operations Manager

916.928.2207

916.928.2209

lynn.cox@brownfsg.com

Lynn joined Brown Financial Services Group in February 2008 as Executive Assistant. Lynn's experience in finance is evident as she helps clients with opening and maintaining their accounts. She enjoys the personal contact she has with...

Sara Augustine

Administrative Assistant

916-928-2207

sara.augustine@brownfsg.com

Sara began working with LPL in November 2013. In her previous career she was a Math and Science teacher. While working as a teacher she was able to develop numerous skills that, coupled with a Math background, made for a natural fit in...

Karen Portillo

Administrative Assistant

916-928-2207

karen.portillo@brownfsg.com

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...

Brigadier Brown

Director of Barketing

(916)928-2207

Brig joined Brown Financial Services Group in September 2016 as our Director of Barketing. He was a stay at home dog before joining the company wanting to pursue his Barketing dream and gain experience in financing. In his free time he...

Leroy Brown

Assistant Director of Barketing

916-928-2207

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...

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...

Hao Dang

Vice President, Portfolio Consulting

(650)513-0650

hdang@fsnweb.com

Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors,...

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...

Team

SWAG Team