Meet Our Team

 

 

Working together, Brown, Martin & Associates delivers the following independent, wealth management services to clients:

For Individuals and Families:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Investment Management
  • Asset Preservation

For Businesses:

  • Risk Management, including Disability Income, Long-Term Care, and Life Insurance
  • 401(k)/Small Business Retirement Planning/Qualified Retirement Plans
  • Business Succession Planning
  • Buy/Sell Insurance
  • Accounting, Payroll, Tax Preparation and Consulting

We provide the opportunity for our clients to add our Tax & Consulting services that benefit their overall financial life. Tax & Consulting services are provided by Zack Martin, CPA, through Proverbs 15:22 LLC*.


 

Greg Brown, CFP®, LUTCF - Financial Advisor

715-581-4456 cell   |   gbrown@focusfinancial.com

As a Certified Financial Planner™ and a Life Underwriter Training Council Fellow (LUCTF), Greg Brown began his financial advisor career in 1989, following a career as a Corporate Controller. Greg offers a wide range of financial products and services.  Together with his team, clients have the opportunity to complete all their annual financial planning needs in one spot; including retirement planning, investment management, tax planning, wealth management, and estate and succession planning.  Greg applies his Christian values to his services, bringing a commitment to service and integrity with an eternal perspective to planning.

 

 


 

Zack Martin, CPA, FSCP - Financial Advisor

715-295-4400 cell   |   zmartin@focusfinancial.com

As a Certified Public Accountant and Certified Financial Planner™, Zack brings a wealth of tax planning knowledge to the overall services we provide to our clients. In addition, as a Financial Advisor within the team, Zack adds value to our clients' financial lives by guiding them through their financial plans, reviewing investments, and providing tax strategies.  He offers tax planning services through Proverbs 15:22 LLC.  Zack applies his Christian values to his services, ensuring a client's plan leaves a legacy for others.