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

Matthew Brown

Matthew Brown

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Dartmouth College, Class of 2005, Artium Baccalaureus, Tuck School of Business at Dartmouth College, Certificate Program
CA Insurance #0G84346

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Our Staff

Victoria L. Churchill

Client Service Associate

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Qualifications

  • Education: University of New England, Bachelor's Degree in Business Administration