Our Financial & Insurance Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Greg Brown

President & Founder

Greg, President and Founder of Brown Financial Advisors, LLC and Brown Insurance & Tax Advisors, LLC, has been serving clients since 2004 with a focus on holistic financial planning. He works closely with clients to craft personalized financial strategies that integrate investments, insurance, taxes, and enhanced planning, ensuring all aspects of their financial lives are aligned with their goals. He also hosts “The Sound Money Investment Show” on 55KRC THE TALK STATION, where he shares insights on effective financial strategies, planning, and practical tips for a well-rounded financial lifestyle.

James

Greg

Julie

Alexander

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

KEITH GANGL, CFA®

Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.