The Team and Our Philosophy
Team Philosophy: A credentialed, experienced team focused on you
Our commitment to exceptional client service is rooted in building and maintaining a personal relationship with you, and reinforced by our multi-disciplinary team approach, providing you with a detailed level of attention and full accountability from every member of our staff. Each client is served by a team of credentialed, financial strategists consisting of a Brown & Tedstrom partner, a Client Relationship Manager, an Investment Specialist along with skilled, responsive support from operational, administrative and marketing professionals. As required, your team may also include referrals to outside advisors or attorneys from a select group of qualified practitioners. Our staff is united by a single goal: To help each client maintain long-term independence and financial security. We look forward to serving you.