BROWNFSG - Key Persons
Austin Brown joined Brown Financial Services Group in July 2014. Austin received his Business Finance Degree in December of 2015 from Southeastern University in Lakeland Florida. He obtained his Series 7 registration, held through LPL Financial and Series 66 registration, held through Strategic Wealth Advisors Group. Austin loves helping individuals, families, and business owners with their Financial Future.
Job Titles:
- Financial Advisor
- Junior Advisor
- Member of the Team
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...
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...
Job Titles:
- Owner and Managing Partner of 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 strategies.
Beginning his career in 1996, Christopher has held various positions in investment sales, equity trading, business consulting and business development. He has worked with firms including Allianz Global Partners - Nicolas Applegate Capital Management, First American Capital Management, EVEREN Securities and Smith Barney.
Prior to joining The Network, Christopher served as the Regional Advisory Consultant with LPL Financial for seven years, advocating and supporting the growth and sustainability of the independent business model. He is also a Returned Peace Corps Volunteer, having served as a business development volunteer in Guatemala, Central America.
Christopher is a native Northern Californian and resides with his loving family in Danville, California
Job Titles:
- 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 tools, strategy, and technology to support the practice. Jeremy's prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.
Job Titles:
- Vice President of Portfolio Consulting and Analytics
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 allocation and portfolio risk. Knowing the challenges of applying quantitative analysis, his mission is to make what is complex more digestible and enhance the investment experience of the end-client.
Joel joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics. In this role, he developed an in-house, portfolio consulting program designed to apply forward-looking analysis to advisor portfolios in order to better address risk.
Joel currently resides in Folsom with his wife, their two children, and a mischievous miniature labradoodle named after a member of the Beatles-appropriate for a family that loves music.
Job Titles:
- 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 career, so he decided to join the family. In his free time, he enjoys torturing Brig, going on runs and spending time with his family.
Lynn joined Brown Financial Services Group in February 2008 as an Administrative Assistant. Lynn's experience in finance is evident as she helps clients with opening and maintaining their accounts. She has been working remotely from Arizona since August of 2015 and loves coming back to the BFSG office several times a year to work and visit with clients and family.
Lynn married her husband Randy in 1979 and has 3 grown children and 2 grandchildren. In their spare time they enjoy traveling, camping, and boating with Lucy their boxer and Sophie their Papillon Chihuahua mix.
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...
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 as they work toward their financial goals.
She recently moved to the Sacramento area to embark on new endeavors. In her spare time she enjoys hiking, watching movies, and anything that makes her dog, Ollie, happy.
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...
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,...
Job Titles:
- 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 with portfolio management and trading, project management, across industrial channels, further deepens his breadth of expertise. With the goal of consistently refining and improving the investing experience, his team-centered approach is aimed at boosting productivity and delivering the highest level of service to advisors and their clients.
Tim's interests include playing basketball, fishing with his brothers, and spending free time with his family and Labrador retriever.
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...