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Advice Driven by Advocacy®
As your advocate, we focus on achieving your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other trusted advisors, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
Recent Insights
JNBA CEO Richard S. Brown Named to Barron’s Top 100 Independent Financial Advisor for 11th Year in a Row
We’re delighted to share that Barron’s has named JNBA’s CEO and Chairman Richard S. Brown to its list of the Top 100 Independent Advisors in the
Analyzing the Fed’s Recent Interest Rate Cut
On September 17, the Federal Reserve announced a 25-basis point (bp) interest rate cut, in-line with market expectations while describing the decision as a “risk
Navigating Medicaid and Medical Assistance
Navigating healthcare finances can feel overwhelming, especially when it comes to understanding what benefits you qualify for and how to access them. In our latest
When to Invest
When working with our clients, one of the most common questions we face in portfolio management is: when is the right time to invest? Whether
