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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Retirement investing and distribution strategies
  • Investment principles
  • Inflation risks
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for distributing my money during retirement?
  • What are the elements of a sound retirement strategy?
  • Do I have enough money to last through my retirement?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation and your retirement. 


Nicholas Brown

Financial Consultant/CEO

(501) 400-3660

Nicholas Conner Brown began his career in the Financial Service Industry with Morgan Stanley Smith Barney. Prior to forming his own firm with LPL Financial he served as a Senior Vice President at a regional financial retirement firm....

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Pete Efstratiou

Financial Consultant


Pete Efstratiou began his career in the private sector after attending the University of Southern Mississippi where much of his time was focused on Preservation of Capital and Acquisitions. He was raised in Madison, MS, and graduated...

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Lisa Brown

Director of Operations


Lisa Brown oversees and manages all office operations. She maintains a professional operating office while providing outstanding customer service. She is responsible for all paperwork and processing. Lisa holds a master's degree in...

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