Meet Your Team
MARK R. BROWN CFP®
Mark R. Brown is the Managing Partner of this financial planning-based wealth management firm that offers independent investment management advice and financial services in a family office environment. Since 1983, Mr. Brown has provided strategic financial guidance to help manage the wealth of professionals, executives, business owners and their families, throughout the United States. Mark is a 35-year veteran of the field. Mark and his wife Rachel have three boys and are very active in the Denver community with several philanthropic organizations.
DANIELLE BERZ CFP®
Sr. Client Relationship Manager
Danielle joined Brown and Company, Inc. in April 2013 as a Client Relationship Manager. She began her career in July 2008 at UBS Financial Services, Inc., participating as a Financial Advisor Associate in a two-year training program that focused on addressing the needs of high and ultra-high net worth individuals. Upon completion of the program, Danielle teamed with an established advisor within UBS Financial Services, Inc. where she headed up the financial plans, asset allocations, investment due diligence and the coordination of the clients, their CPAs, and attorneys.
Danielle grew up in Golden, Colorado and lived there until she moved to attend school at the University of Washington, where she rowed on the NCAA Women’s Crew Team. She lived in Seattle for 9 years before moving back to Colorado. She enjoys watching football, snowboarding, eating out and hiking.
Mary joined the Brown & Company team in April 2019 as a Staff Accountant and is responsible for budgeting, cash flow analysis, forecasting, expense tracking, financial reporting and bookkeeping.
Originally from Wisconsin, Mary earned her B.S. in Zoology from the University of Wisconsin-Madison. After moving to Colorado immediately after graduation, she discovered her passion for accounting while working for a start-up brewery in Boulder. Mary is pursuing her M.S. in Accounting degree at Regis University and after graduation, she will test for her CPA.
Mary and her partner, Scotty, own an urban farm in Northwest Denver where they raise vegetables, fruit, chickens and ducks. They also enjoy biking, skiing / snowboarding, camping, seeing live music and cooking.
Consultant to Brown & Co.
Client Accounting and Advisory Services Director at Richey May
Helen has been with Richey May since 2012 and currently serves as the Client Accounting and Advisory Services Director and practice lead. Helen provides finance and accounting services to a variety of closely held businesses including the following industries: professional services, manufacturing, hospitality and institutional pharmacies. She specializes in supporting clients by helping them understand the essential metrics of their finances and provides real time financial statements to enable them to make better financial decisions so that they can spend more time focusing on their business. Helen is also responsible for developing staff members and recruiting in the practice.
Prior to joining Richey May, Helen worked for one of the top 40 accounting firms, preparing and reviewing high net worth individual, partnership and corporation tax returns for multiple industries such as entertainment, commercial real estate and agriculture. Her attention to detail and dedication to providing the best customer service possible has resulted in many significant success stories over the years. On multiple occasions, she has been responsible for amending clients’ returns to get them significant refunds and claiming tax credits that resulted in major savings.
Outside of the office, Helen can be found at the ice rink, figure skating. She also enjoys renovating investment properties. She currently resides in Charlotte, North Carolina with her husband and new baby girl.
JUSTIN CASSIDA MBA CFP®
Director of Client Service
Justin Cassida joined Brown and Company, Inc. in May 2007 as a Client Relationship Manager and in 2013 was promoted to Director of Client Service. Prior to joining the firm, he worked as a Financial Advisor in Dallas, TX. An accomplished professional, he obtained concurrent degrees in Business Administration and Financial Planning, with a minor in Architecture from Texas Tech University (magna cum laude). He then obtained an MBA and a M.S. in Personal Financial Planning, also from Texas Tech, notable because it is one of few programs in the country to offer a master’s degree in Financial Planning.
Justin and his wife, Sarah, reside in Denver with their three children, Grace, Evan and Benjamin. An avid skier, outdoorsman and father, Justin enjoys family first, the outdoors second and football third.
Director of Operations & Compliance
Erin joined Brown and Company, Inc. in February 2017 as the Director of Operations and Compliance. She is responsible for the overall management of the office and overseeing the increasing complex compliance duties. Erin focuses on the day to day office operations and maintaining compliance guidelines and records.
She holds her Series 7 and 24 registrations with LPL Financial.
Erin and her husband, Cole, reside in Frederick. They love to travel, got to movies, or enjoy a good craft beer but most of all love spending time as a family. They have 2 grown daughters that are their world. Alexa is in her final stages of getting her teaching degree at the University of Northern Colorado and married her high school sweetheart, Justin, in fall of 2019. Their younger daughter Riley is attending Auburn University in Alabama pursuing a degree in the medical field. They enjoy going out to visit her and attending football games and cheering the Tigers on!