Personally Invested In Your Future™

 

 

When Mark R. Brown founded his company, comprehensive financial planning and private family wealth management were in the beginning stages. The industry itself was still forming when Mark had an idea: for clients to pursue and actualize long-term financial independence, he had to deliver a new service and that service was to merge a traditional business plan with a personal financial plan. Because of the invention of the personal computer, it was now possible to create sophisticated plans for families in an understandable and flexible manner. The philosophy and approach caught on and our company continues to lead the industry in comprehensive and innovative wealth management services.

Brown and Company is a Nationally Recognized Firm, see our awards page. Mark Brown never set out to be the biggest, but the best. With effective proprietary financial tools, time-tested processes, and a team of personable professionals, Brown and Company strives to make the financial planning process more reliable, predictable, understandable and successful.

*Barron’s awards are based on assets managed, revenue accrued, and quality of practice, which has seen over 9 years of success (2007-2016). Financial Times award based on assets under management, growth, experience, compliance record, industry certifications and online accessibility (2013-2014). DBJ Top 25 Colorado Wealth Advisors award based on credentials, compensation structure, client retention rate and quality of practice. DBJ Top 18 Investment Managers and Financial Planners award based on total assets managed. Registered Rep Awards based on assets under management. Worth Awards based on expertise, integrity and dedication to the field of wealth management.

OUR EXPERIENCE
EXPANDS YOUR CAPABILITY

Every firm promotes exceptional client service, however, if companies don’t provide some level of acceptable service they will not be in business. Having said that, the proof of excellent client relationships is a long-term track record of low client turnover converting to a high client retention rate and long-term 10 year + client relationships.  Our multi-disciplinary approach provides you with a detailed level of 24/7 attention and total responsibility from every member of our firm. Furthermore, we provide a team of credentialed specialists consisting of a Brown and Company partner, a Client Relationship Manager, and an Investment Specialist, alongside skilled and responsive support from our operational, administrative and marketing professionals. In addition, we have a full network of outside professionals including attorneys, accountants, real estate professionals, insurance professionals and just about anybody you can think of to help implement your plan and help make life simpler.

"It is very important to know who to listen to and who not to listen to. Taking advice from the wrong source can have a devastating result. Knowing who to listen to helps our clients make wise decisions not in just the markets but in all aspects of complicated life decisions."

Mark R. Brown, Managing Partner

Our Team

MARK R. BROWN CFP®
Managing Partner

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DANIELLE BERZ CFP®
Sr. Client Relationship Manager

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ERIN BUIS
Director of Operations & Compliance

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ELLEWYNN TIESZEN
Director of First Impressions

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SHELLEY ARNHOLT
Consultant to Brown & Co.
Client Accounting and Advisory Services Senior Accountant at Richey May

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JUSTIN CASSIDA MBA CFP®
Director of Client Service

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RYAN CSRNKO CFP®
Client Relationship Manager

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CHRYSTAL VAIL
Executive Assistant to Mark R. Brown, CFP®

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ALICIA NASH
Consultant to Brown & Co.
Administrative Assistant at LPL Financial

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HELEN RASOUL
Consultant to Brown & Co.
Client Accounting and Advisory Services Director at Richey May

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THE LPL FINANCIAL PARTNERSHIP

LPL Financial is one of the nation’s leading financial services companies, the largest independent broker/dealer in the nation* and a publicly traded company on the NASDAQ under the ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental necessity for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors actually rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs.

For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning Magazine, 1996-2018, based on total revenue