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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address issues or questions such as:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What is the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced team of financial professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Ronald Brown joined J M Brown Financial Partners in June 2002 and became president in November 2011. He is responsible for managing all client relationships.

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James M. Brown, CFP ®

Senior Partner and Advisor

Jim Brown was President of J M Brown Financial Partners, Inc. since 1984 through November 2011. As the founder of the firm, Jim continues to act as a Strategic Consultant/Senior Advisor to the overall growth of the practice.

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William (Bill) Tennant joined J M Brown Financial Partners in 2013 as an Investment Advisor Representative. He has a Bachelor’s Degree in Accounting from Queens College, New York and a Master’s Degree in Finance from Pepperdine.

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Omar Adam has been a Financial Advisor since 2013. He prides himself on developing and maintaining client relationships and providing you with the guided execution to help you realize your goals. He is passionate about being your advocate.

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Connor is beginning his business career with J M Brown Financial Partners as an Associate Advisor. He graduated with a dual degree in Humanities and Classical Studies from Villanova University in 2014.

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Angela (Angie) Rosario

Financial Consultant

Angie Rosario-Brown joined J M Brown Financial Partners in June 2002 and brings to our practice over 25 years of experience in the financial industry. Previously, Angie was a Vice President for the Latin American Credit Research...

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Ludo Brown

Office Manager

Ludo joined the company in 1984 after working as a Supervisor in Accounts Receivable at Mercy Health Center in Oklahoma City. She is in charge of the daily processing of accounts receivable and payable, managing the organization's HR,...

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Pat Tillotson

Operations Manager

Pat joined J M Brown Financial Partners in November 2013 as Operations Manager, making sure that our clients have an optimal customer service experience. Pat brings to the firm over 34 years of experience in the financial industry...

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