Our Team
Meet Our Partners and Senior Leaders
Partners
Mark R. Brown, CFP®
Managing Partner of Brown and Company
Justin Cassida, MBA, CFP®
Partner
Director of Client Services
Danielle Berz, CFP®
Partner
Sr Client Relationship Manager
Client Services
Zach Swaffer, CFP®
Client Relationship Manager
Amy Schmitt
Executive Assistant to Mark R. Brown
Shannon Balmer
Director of Operations and Compliance
Ellewynn Tieszen
Director of First Impressions
Jonathan Kuiter, MBA
Director of Business Development
Kyle Zappia, MBA, CFP®
Client Relationship Manager
Business Associates
Cathy Schwanebeck
Consultant
Shelley Arnholt
Consultant
