Jeff Brown has committed his 17-year career in financial planning and advising to be one of honesty and integrity.
Using a broad range of experience in investment management, he's built his business into a comprehensive planning, investment, and business succession firm. Over the years, he has helped business owners, families, and professional organizations achieve their financial goals, including preservation of assets, financial innovation, and overall positive outcomes to complex financial matters. He strives to be innovative in plan design and investment structuring.
Jeff practices the discipline required to achieve his clients’ greatest goals. He advises clients with clear communication while developing strategic plans, especially when intricate decisions are required. His goal is to support his clients by guiding them through the many facets of wealth management, in an easy-to-understand manner, empowering families and organizations for generations to come.
Jeff has been married to his wife, Stacey, for 29 years. They are blessed with 2 children, Hanna and Sam. He has been enjoying the “grandfather life” since August 2022. Jeff coached his children for many years in their sports programs while volunteering in city leagues and school booster clubs. He is a leader at his church, serves his town as a City Council member and Mayor Pro Tem. Jeff is also a member of the Economic Development and Town Financial Audit teams. Jeff and Stacey reside in Pantego, TX.