“If you can’t explain it simply, you don’t understand it well enough”
“If you can’t explain it simply, you don’t understand it well enough”
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.
WHO ARE OUR CLIENTS AND WHY DO WE CHOOSE EACH OTHER
Retired or Pre-Retired:
- Business Owners
…and their Families
- Nationally Recognized Firm
- Long-Term Community Reputation
- Understanding of Retirement Plan via Proprietary Tools
- 10+ Year Client Relationships
- 99% Client Retention Rate
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
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 + DIVORCE PLANNING COORDINATOR
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.
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 Thornton with their two girls, Alexa and Riley. They enjoy spending time together as a family; traveling and enjoying the outdoors.
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.
RYAN CSRNKO, CFP®
CLIENT RELATIONSHIP MANAGER
Ryan joined the team in June 2017 as a Client Relationship Manager. He began his career as a wealth manager with a firm in Colorado Springs, Colorado. While there he oversaw the financial planning process, investment analysis & recommendations, and overall client experience.
Ryan graduated from Colorado State University with a degree in Finance, specializing in Financial Planning and a minor in Economics.
Growing up in a military family proved to be an intangible experience, living among various cultures abroad and throughout the United States. He now calls Colorado home and enjoys skiing, golfing, and traveling.
Carla joined the Brown & Company team in September 2017 as staff accountant and is responsible for budgeting, cash flow analysis, forecasting, expense tracking, financial reporting and bookkeeping. Having worked in the sports industry, data analytics/business intelligence, and manufacturing sectors, she brings over 20 years of experience as an Accountant and Director of Business Operations. After earning both her Bachelor and Law Degrees from University of Denver, she helped her husband Bill start various sports ventures including the Colorado Eagles hockey team, which makes its home at the Budweiser Event Center in Fort Collins.
Carla and Bill call Colorado home, where they raised their 3 now-adult children. Carla loves spending time with family, crafting, and enjoying the great Colorado outdoors.
MARTIN WALSH, MBA, CFP®,
DIRECTOR OF BUSINESS DEVELOPMENT
Martin joined Brown and Company, Inc. in 2015 to help lead business development and client acquisition efforts. He is also actively involved with investment research and due diligence, chairing Brown and Company’s Investment Committee.
Not quite a Colorado native, Martin moved to Colorado in 1995 with his family, attending Kent Denver School. While in high school, he quickly grew to love the mountains, Colorado sunshine, and the Denver Broncos. Martin graduated with a Bachelor’s degree from Georgetown University and an MBA from Yale School of Management. Working for Goldman Sachs in San Francisco after business school, Martin left the firm to return to Colorado in 2011.
Martin and his wife Jessica live close to Denver with their two young children, Eleanor and Patrick. In his free time, Martin loves to run, ski and play ice hockey. Martin remains active in the Denver community, serving on the board of the Denver Botanic Gardens Endowment and the advisory board of Colorado Uplift
EXECUTIVE ASSISTANT TO MARK R. BROWN, CFP®
Vonda joined the team in September, 1997, as Executive Assistant to Mark R. Brown. Her expertise in managing the business calendar as well as trafficking and coordinating all calls with the appropriate team member has earned her many accolades from the firm and clients alike. Vonda excels at client relations and is central to the business development activities of Mark’s Team.
Vonda has an Associate’s Degree from Central State University in Edmond, Oklahoma.
CHAD HAMILTON, CFP®
DIRECTOR OF PRACTICE MANAGEMENT
Chad joined Brown and Company, Inc. in 2019 to lead practice management and add new capabilities to the firm. He worked for Brown and Tedstrom early on in his career (from 2001 – 2009) and, after having done some consulting work for Brown and Company in 2018, reunited with the firm as a full-time employee.
Chad has more than 20 years of experience in the wealth advisory industry. He’s a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy. Previously, he was V.P. of practice management for one of the largest independent wealth management firms in the country, where he built customized tools, processes, and marketing resources for nearly 200 wealth advisors. He was also National Director of Wealth Planning for a large regional bank.
Chad is the author of two books – Deep Wealth and Redefining Financial Freedom – and has contributed to leading financial publications including CNBC, Investors’ Business Daily, Money Magazine, Financial Advisor IQ, and Financial Planning Magazine.
Chad and his wife Jennifer reside in Denver with their three children, Quincey, Harper, and Dylan. In his free time, Chad loves spending time in the mountains, serves in his church, and enjoys live music.
A team member of Brown and Company, Inc. since 2010, Sara manages the firms digital marketing, brand standards, communications and client event planning. Listed as one of Forbes Best Colleges in America, Sara graduated from Grand Valley State University with a dual degree in Finance and Marketing and a minor in sales.
Sara grew up on the shores of Lake Michigan and traveled west to Colorado in the fall of 2009. She enjoys staying active with her black lab, Kenzie, and in her spare time volunteers for the Rotary Club of Denver Southeast group and the American Cancer Society.
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