Our Team

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.

Alexander

James

Greg

Julie

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

KEITH GANGL, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.