PRESIDENT & FOUNDER
Greg is President and Founder of Brown Financial Advisors, LLC and Brown Insurance & Tax Advisors, LLC and has worked closely with our clients for over 12 years. Greg has been promoting excellence in long-range planning strategies and performance measurement. Greg assists our clients to develop the appropriate investment strategies given risk tolerances and long-term goals. He enjoys collaborating with clients to craft comprehensive financial strategies that align planning needs and financial resources to meet long-term investment objectives. Greg hosts “The Sound Money Investment Show” on 55KRC THE TALK STATION.
FINANCIAL ADVISOR & TAX CONSULTANT
Barry is a financial advisor who works with our clients to help them meet their long-term financial goals by designing financial investment and income planning strategies that best meet their investing style towards meeting their overall investment vision for success. As an investment advisor, Barry provides a variety of investment-related financial services and he maintains several insurance licenses to help clients with tax-free and tax-reducing retirement and other life insurance concepts. Barry has been with Brown Financial Advisors since 2012 and is a frequent contributor and co-host of our “Sound Money Investment Show” on 55KRC THE TALK STATION.
CLIENT SERVICES COORDINATOR
Julie is our client services coordinator responsible for the administration of scheduling new and existing accounts. Julie has been with Brown for three years and her responsibilities include establishing new accounts, title changes, statement inquiries, IRA distributions, general transfers and all other administrative concerns connected with managing our accounts.
OPERATIONS MANAGER/ASSOCIATE ADVISOR
Mandy works closely with the entire Brown Financial Advisors team to ensure a seamless client experience with our advisors and clients. Mandy handles client contact and scheduling, and also assists with the day-to-day operations that support our client base.
Michael Binger , CFA®
PRESIDENT, GRADIENT INVESTMENTS, LLC
Michael Binger, CFA®, serves as the President of Gradient Investments, LLC. Binger brings over 31 years of investment management experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Binger has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.
Wayne Schmidt , CFA®
CHIEF INVESTMENT OFFICER, GRADIENT INVESTMENTS, LLC
Wayne Schmidt, Chartered Financial Analyst®, joined Gradient Investments in 2008 and serves as chief investment officer. With 30 years of investment experience, Schmidt brings a wealth of institutional experience, provides an in-depth knowledge of the private client market, and offers a global investment management perspective. Schmidt is an invaluable and direct resource to you, and he provides vast wisdom, knowledge and experience to help meet your long-term investment goals.
Jeremy Bryan , CFA®
SENIOR PORTFOLIO MANAGER, GRADIENT INVESTMENTS, LLC
Jeremy Bryan, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments, and brings over 15 years of investment experience to the team. Prior to joining Gradient Investments, Bryan spent several years working with investment advisors and their clients to design and manage investment portfolios. His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment gives him a unique perspective into the investment markets.
Mariann Montagne , CFA®
PORTFOLIO MANAGER, GRADIENT INVESTMENTS, LLC
Mariann Montagne, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments. She has over 20 years of experience working with both institutional and high net worth clients, and has amassed a strong breadth of investment experience during her tenure. This includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, exchange-traded funds (ETFs) and mutual funds.