Meet the Team
Client Centered
Our business is built on a foundation of thoughtful client relationships.
Hannah Brown, CMFC
CEO & Wealth Strategist
(480) 889-8975
Hannah Brown started her career in financial services in 2008, during the “Great Recession.” It was then that she realized she wanted to create a comfortable, but confident approach to financial planning and wealth...
Brianna Pafford
Director of Operations
Brianna is our Director of Operations. With over a decade in the Financial Services industry, she brings a myriad of knowledge specializing in operations and development. Brianna takes pride in being a liaison for clients and helping...
Chelsea Pierce
Client Relationship Manager
Chelsea has a bachelor’s degree in business and more than 15 years of customer service experience, along with a strong career foundation in financial services. Working in financial roles taught her how to stay calm under pressure,...
Larissa Stevenson
Office Manager
Originally from Massachusetts, Larissa made the move to Arizona 18 years ago, shortly after graduating from UMASS Amherst with a degree in Hospitality and Tourism Management. She has over 20 years of experience in customer service, and...