Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Plan Distribution

Awards & recognition

  • Rienas & Brown Wealth Management, Ameriprise Client Experience Award, 2020-2021

Community participation

  • Members of the McLean Avenue Merchant's Association
  • Members of Yonkers Chamber of Commerce
  • Contributors to not for profit food bank- Harvest Table, Fairfield Connecticut
  • Contributors to not for profit Umbrella Club, Fairfield Connecticut
  • Proud Sponsors of the 2014 Yonkers St. Patrick's Day Parade
  • Proud Plan Providers for the City of Yonkers 529 College Savings Program