Meet the Team | Brown Financial Services Group

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Owners

Ron Brown

President & Wealth Manager

(916) 928-2207

(916) 928-2209

Ron has been in the investment business since 1992 and brings decades of experience helping individuals and families gain clarity around their financial lives. He specializes in building personalized strategies designed to support...

Austin Brown

Vice President & Wealth Manager

(916) 928-2207

(916) 928-2209

Austin Brown joined Brown Financial Services Group in July 2014. Prior to that, he worked with Retirement In A Nutshell, where he assisted other advisors in using financial planning software. Austin earned his Business Finance degree...

Financial Advisors

Beau Chandon

Wealth Manager

916-928-2207

916-928-2209

Beau joined Brown Financial Services Group in 2021. He graduated from California State University, Sacramento in with a degree in Business. He holds his Series 7 registration through LPL Financial and Series 66 registration through...

Operation Assistants

Lynn Cox

Office Manager

Lynn joined Brown Financial Services Group in February 2008 and has extensive experience in client service and account administration. She assists clients with opening and maintaining accounts and plays a key role in keeping daily...

Nitzia Hose

Director of Operations

Nitzia joined Brown Financial Services Group in March 2020, bringing a strong background in customer service and operations. She overseas administrative processes and supports clients as they work toward their financial goals, ensuring...

Michael Wells

Associate

Michael joined Brown Financial Services Group in 2026 as an Associate and is actively working toward becoming a Financial Advisor. He attended Sam Houston State University, studying Management Information Systems. He has completed the...

Additional Support

At Brown Financial Services Group, we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom
portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse
resources of this experienced team, we enhance our portfolio construction and investment selection process. This
collaboration allows us to focus more on what matters most—serving you, our valued clients.

Portfolio Management & Consulting

Jeremy Olen, CFA®

National Managing Director, Mariner

Jeremy is a national managing director at Mariner and leads the firm’s independent portfolio management and consulting team. Prior to joining Mariner, Jeremy established and managed a natural resource hedge fund, Stowe Partners LLC....

Tim Baumert

Managing Consultant, Independent Portfolio Management and Consulting, Mariner

Tim is a managing consultant of independent portfolio management and consulting at Mariner. His team-centered approach to his role is aimed at boosting productivity and delivering the highest level of service to advisors and their...

John Lischer, CAIA, CIMA®

Senior Consultant, Independent Portfolio Management and Consulting , Mariner

John is a senior consultant of independent portfolio management and consulting at Mariner. In this role, he leads a consulting team to support independent advisors in creating model portfolios and investment strategies.Over the course...

Chris McLeod, AIF®

Senior Consultant, Independent Portfolio Management and Consulting, Mariner

In his role as Vice President, Trading Operations Administrator on The Network’s Portfolio Consulting team, Chris offers trading and investment support for Brown Financial Services Group. As a key administrative resource, Chris is...

The Mariner associates listed are not employees of Brown Financial Services Group or LPL Financial. They are employees of the Mariner Advisor Network and are registered investment advisors of Mariner Independent Advisor Network, an SEC Registered Investment Adviser.

^{*Registration with the SEC does not imply a certain level of skill or training.}

Client Centered

Whether you are investing to build wealth, protect your family through insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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