The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Brandon M Flynn

Brandon M Flynn

Private Wealth Advisor

More about me...

Designations

CFP®, RICP®, CASL®, LUTCF

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

Master of Science, International Affairs, Florida State University
CA Insurance #0K09352

VISIT MY WEBSITE

Jeanne Peterson

Jeanne Peterson

Financial Advisor

More about me...

Designations

CFP®, LUTCF, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

MS Management, Polytechnic Institute of Technology, BS Chemical Engineering, Drexel University

VISIT MY WEBSITE

Jon Hill

Jon Hill

Financial Advisor

More about me...

Designations

LUTCF

Top Areas of Focus

  • Women's Financial Strategies
  • Investments
  • Family Finances
CA Insurance #0D53962

VISIT MY WEBSITE

Our Staff

Patrice Jackson

Patrice Jackson

Client Service Manager

Mike Renn

Mike Renn

Paraplanner