James Brown CLU®, ChFC®

Managing Partner

Jim seeks to carry out the firms’ mission and vision – to be considered the best company of its kind in the minds of clients and centers of influence, by serving as a resource for his clients and advisors of the firm in the areas of risk management, investment and retirement strategies. Jim is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and holds his series 6, 7, and 63 securities registrations with LPL Financial and series 65 securities registration with WCG Wealth Advisors.

With over 27 years of experience Jim’s expertise spans both the personal and small business owner markets. His professional advice, coaching and ongoing follow-up help each client make informed decisions and navigate continually changing financial markets. Jim provides his clients personal service and encourages them to rely on him to provide guidance as their Personal CFO.

Before joining WCG Jim came from New England Securities where he held several positions including Investment Specialist and Compliance Officer.

Jim lives in Albuquerque. He is an avid college basketball fan supporting his Purdue Boilermakers. He also enjoys traveling, NFL football and watching movies with his wife Rhoda.