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Get to know us

The Brown's

We're a good team, after over 21 years of marriage together we've found that we are at our best working together. We love to have fun together, travel, hang out with our kids, and most importantly help people.  



Meet Alison - the epitome of organization, fun, and a true type A personality. With a passion for keeping life in order and a natural talent for planning, she's your go-to guru for financial stability.

Nothing brings Alison more joy than helping families establish robust financial plans. For her, it's not just about numbers; it's about empowering her clients to build a secure future.

Integrity is Alison's guiding principle. She's unwavering in her commitment to doing what's right, no matter the circumstances, earning her clients' trust and respect.

With over a decade of experience in accounting and finance, Alison is a seasoned expert in her field. From balancing budgets to mapping out long-term strategies, she's got you covered.



Meet Trent - your go-to guy for all things finance and fun. With a welcoming smile and a heart of gold, he's the friendly face you can always rely on.

With nearly a decade in the financial industry, Trent brings a wealth of experience to the table. He's the steady hand you want guiding you through the maze of financial planning, helping families navigate their way to stability and security.

But what really sets Trent apart is his genuine desire to make a difference in people's lives. Helping families get their finances in order isn't just a job for him; it's his passion. There's nothing he loves more than seeing the relief on their faces when they realize their financial future is in good hands.

So, if you're ready to take control of your financial journey and put a little fun back into finance, Trent's here to help. Reach out and let's start building a brighter financial future together.

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