Kevin

Brown

CFP®, CRPS™

picture of a planner

Here to act in your best interests

About me

I enjoy both the harder science of investing and financial planning and the “softer” side of money – understanding and honoring how and why my clients make financial decisions. In my free time, I’m usually with my wife, Kendall, and our two dogs, Maple and Walnut. You’ll find us reading, watching baseball or visiting the national parks.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Plans Specialist™

Education

Bachelor of Science, Business, Finance - Oklahoma State University

Bachelor of Science, Business Management - Oklahoma State University

Accredited Investment Fiduciary - Broadridge

Visit one of our Locations

Oklahoma City II - Oklahoma City (North)

13921 Quail Pointe Drive

Oklahoma City, OK 73134

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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