New Team Page
Greg Brown, CFP®
PRESIDENT
Greg Brown is a Series 65 Certified Financial Planner and President of Brown Financial Advisors. He founded Brown Financial Advisors in 2008. Greg graduated from XXX with a degree in XXXX.
He enjoys meeting with people to understand their financial needs and working with them to create a comprehensive plan to help them make individual financial goals and strives to make retirement real, successful and fun for his clients.
Greg enjoys fishing and guitar and currently lives in West Chester. His sons have both been involved in the firm, with Alex currently serving as an Associate Advisor for the firm.
Myron (James) Borth, CFP®
INVESTMENT ADVISOR
James is a Series 65 Certified Financial Planner and serves as the investment, insurance and tax advisor for the firm. He joined Brown Financial Advisors in 2003 and received his CFP® in 2008. He graduated from Central State University in Oklahoma with a Bachelor’s Degree in Accounting.
James enjoys meeting with clients and helping them understand the complexities of insurance and taxes, and how they impact their retirement goals and planning.
He enjoys playing pickleball, cornhole and rooting for local sports teams and currently lives in Milford.
Barry Parnell, CFP®
FINANCIAL ADVISOR
Barry is a Series 63 & 65 Certified Financial Planner and serves as an investment advisor for the firm. He joined Brown Financial Advisors in 2012. He graduated from Columbus University with a Bachelor’s Degree in Business.
Barry enjoys meeting and working with clients to reach their retirement goals and help them secure their financial future.
He enjoys bowling and has three kids. Barry currently lives in Covington with his wife.
Alexander Brown
ASSOCIATE ADVISOR | OPERATIONS MANAGER
Alex joined Brown Financial Advisors in 2016 and has served as an investment advisor representative since 2018. He is currently a CFA Level 1 candidate. He graduated from the University of Cincinnati with a Bachelor of Business Administration Degree in Finance.
Alex enjoys the opportunity to help people in a very unique way, working with them cooperatively to help them set and achieve their financial and life goals.
He enjoys learning, reading and being involved in his community and holds a special interest in financial history, investor behavior and psychology, and specialty coffees.
Alex currently lives in Cincinnati with his wife, Elizabeth, and their goldendoodle Franklin.
Julie Kirby - D'Orazio
DIRECTOR OF CLIENT SERVICES
Julie joined Brown Financial Advisors in 2013 and is the heartbeat of the firm’s client interaction. She is a graduate of Milford High School and Live Oaks Vocational School.
Julie enjoys interacting with clients and building relationships with them as they achieve their retirement and financial goals.
She enjoys sewing, gardening, baking and spending time with her family.
Julie is married with two daughters and two cats, and currently lives in Goshen.
New Team Page
Greg Brown, CFP®
PRESIDENT
Greg Brown is a Series 65 Certified Financial Planner and President of Brown Financial Advisors. He founded Brown Financial Advisors in 2008. Greg graduated from XXX with a degree in XXXX.
He enjoys meeting with people to understand their financial needs and working with them to create a comprehensive plan to help them make individual financial goals and strives to make retirement real, successful and fun for his clients.
Greg enjoys fishing and guitar and currently lives in West Chester. His sons have both been involved in the firm, with Alex currently serving as an Associate Advisor for the firm.
Myron (James) Borth, CFP®
INVESTMENT ADVISOR
James is a Series 65 Certified Financial Planner and serves as the investment, insurance and tax advisor for the firm. He joined Brown Financial Advisors in 2003 and received his CFP® in 2008. He graduated from Central State University in Oklahoma with a Bachelor’s Degree in Accounting.
James enjoys meeting with clients and helping them understand the complexities of insurance and taxes, and how they impact their retirement goals and planning.
He enjoys playing pickleball, cornhole and rooting for local sports teams and currently lives in Milford.
Barry Parnell, CFP®
FINANCIAL ADVISOR
Barry is a Series 63 & 65 Certified Financial Planner and serves as an investment advisor for the firm. He joined Brown Financial Advisors in 2012. He graduated from Columbus University with a Bachelor’s Degree in Business.
Barry enjoys meeting and working with clients to reach their retirement goals and help them secure their financial future.
He enjoys bowling and has three kids. Barry currently lives in Covington with his wife.
Alexander Brown
ASSOCIATE ADVISOR | OPERATIONS MANAGER
Alex joined Brown Financial Advisors in 2016 and has served as an investment advisor representative since 2018. He is currently a CFA Level 1 candidate. He graduated from the University of Cincinnati with a Bachelor of Business Administration Degree in Finance.
Alex enjoys the opportunity to help people in a very unique way, working with them cooperatively to help them set and achieve their financial and life goals.
He enjoys learning, reading and being involved in his community and holds a special interest in financial history, investor behavior and psychology, and specialty coffees.
Alex currently lives in Cincinnati with his wife, Elizabeth, and their goldendoodle Franklin.
Julie Kirby - D'Orazio
DIRECTOR OF CLIENT SERVICES
Julie joined Brown Financial Advisors in 2013 and is the heartbeat of the firm’s client interaction. She is a graduate of Milford High School and Live Oaks Vocational School.
Julie enjoys interacting with clients and building relationships with them as they achieve their retirement and financial goals.
She enjoys sewing, gardening, baking and spending time with her family.
Julie is married with two daughters and two cats, and currently lives in Goshen.
