EXPERIENCE YOU CAN TRUST
Since 1990, clients have trusted us to coordinate their retirement, estate, insurance and long-term care plans. We help our clients minimize taxes, reduce hassles and generally make the process run as smoothly as possible.
As our client, we will manage your assets according to a plan based on what is important to you. Having a Trusted Advisor allows you to focus on life's other priorities while the Advisor carries out the financial steps on which you have both agreed.
As an independent Certified Financial Planner™ professional, you can rest assured that all of our recommendations are based on research, analysis and due diligence that always puts the client first.
CORE VALUES
1. We prioritize service.
a. Service at Drown Financial embodies empathy, trust, and confidentiality. We serve the people every time, every day.
2. We take the extra step.
a. We walk into the inconvenience - whether its death or divorce - we meet people where they are at and create solutions or give direction.
3. We created a process to serve our clients.
a. We are always considering the client’s interests and are working towards a solution for their highest priority. Client goals and objectives are achieved.
4. We do what we say we are going to do.
a. We honor our clients by honoring our commitments. Integrity is doing the right thing even when no one is watching.
5. We build relationships by living our values.
a. We are intentional about our relationships so that we can create and cultivate wealth that will last generations.
Teen Drinking and Your Liability
Disability and Your Finances
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Darrel Drown, CFP®
Financial Advisor
Travis Drown
Family Financial Advisor
Sandi Collins
Senior Administrative Assistant
Doris Foxx
Client Service Associate
Adam Brubaker
Director of Financial Planning
Jamie Doyle
Account Service Associate