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.

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

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

LPL Registered Principal

(916) 928-2207

(916) 928-2209

Ron has been in the investment business for over 24 years. He loves helping people figure out where they are financially and help them come up with a plan designed to pursue their goals. Ron’s other interests are running, biking,...

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Austin Brown

Financial Advisor

(916) 928-2207

(916) 928-2209

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...

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Junior Advisors

Beau Chandon

Financial Advisor

916-928-2207

916-928-2209

Beau Chandon is our newest member of the team, he graduated from Sac state in 2019 with a degree in business. He obtained his Series 7 registration, held through LPL Financial and Series 66 registration, held through Strategic Wealth...
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Operation Assistants

Lynn Cox

Operations Manager

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...

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Nitzia Hose

Administrative Assistant

Nitzia joined Brown Financial Services Group in March 2020 as Administrative Assistant. Having a significant amount of customer service experience in previous jobs, she is eager to assist clients in achieving the best possible outcome...

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Emotional Support

Brigadier Brown

Director of Barketing

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...

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Leroy Brown

Assistant Director of Barketing

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...

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Strategic Resources

Jeremy Olen, CFA

Managing Partner and Chief Investment Officer, The Financial Services Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Brown Financial Services Group in how to best leverage investment...

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Christopher Mercado, MBA, CFP®, CIMA, AIF

Managing Partner and Chief Investment Strategist, The Financial Services Network

As an owner and Managing Partner of The Financial Services Network, Christopher is responsible for assisting Brown Financial Services Group with Business Development initiatives focused on identifying growth opportunities and...

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Tim Baumert

Vice President, Portfolio Consulting Lead Portfolio Coordinator The Financial Services Network

Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting in 2021. He has nearly three decades of industry experience, including serving as an investment officer with two public pension funds. Tim’s history...

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Joel Gourdin, CAIA®

Vice President, Portfolio Consulting & Analytics The Financial Services Network

As Vice President of Portfolio Consulting and Analytics, Joel leverages the insight and resources of the Portfolio Consulting team to provide guidance to Brown Financial Services Group on topics of investment alignment, asset...

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Vlad Avdeyuk, AIF

Lead Portfolio Administrator, The Financial Services Network

Beginning his career with LPL Financial in 2016, Vlad joined The Network in 2019. Enjoying the fast-paced environment, Vlad developed the problem-solving skills, ambition, and drive to deliver the highest standards of service. In his...

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Client Centered

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.