Our Team

Meet Our Partners and Senior Leaders

Mark R. Brown

CFP® Managing Partner

Justin Cassida, MBA

Director of Client Services

Danielle Berz

Senior Client Relationship Manager

Ryan Csrnko

Client Relationship Manager
Zach Swaffer Headshot

Zach Swaffer

Client Relationship Manager

David Allen

Director of Marketing

Chrystal Vail

Executive Assistant to Mark R. Brown

Ellewynn Tieszen

Director of First Impressions

Helen Rasoul

CPA, Consultant