Jodi Brown Celebrates Promotion

36cda869-5f98-4cdc-a195-40d7ca492eb7Help Chamber member, Jodi Brown, celebrate her new promotion at Transamerica Financial Advisors.

Brown was recently promoted to partner within the company, and is hosting an open-house celebration at Cool River on July, 14th from 4:30 to 6 p.m. Drinks and appetizers will accompany a short presentation on the expansion plans Transamerica has for the Colorado market. Anyone is welcome to come with a simple RSVP to Michelle Trent at dtcpartners@gmail.com or (303) 220-2521 extension 105.

Transamerica Financial Advisors helps to make financial services available to everyone. TFA Representatives are independent, enabling them to offer products from several industry-leading providers so they can recommend the appropriate product for a client’s needs.

“My goal is to help my clients create the financial stability and security they need to have a better future,” Brown said. “But ultimately, financial independence comes down to freedom of choice and the insight to decide what’s best for you.”0d539aef-655a-425f-b2f4-74e707657010

Brown specializes in helping families in their 30’s-50’s focus on reaching their goals which may include saving money, building retirement wealth, and saving for college education. She has also worked with many small to medium sized businesses to develop financial strategies that create tax savings, and employee retention such as 401ks/Defined Benefit Plans, Buy/Sell Agreements, and Key Person Insurance—a side of her practice she particularly enjoys. Her clientele base is just as diverse as her professional specializations.

“My youngest client is 22 and my oldest client is 81, and I work with people that have $100 a month to invest to people with millions to invest,” Brown said.

Brown has been a member of the Chamber for three years and appreciates the value the Chamber provides through networking events, programs, and opportunities to get involved in the community.

“At every networking event I attend, I meet wonderful people who have added value to my business and personal life,” Brown said. “I would say this is the best value I have for my marketing dollars!”

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