About Brown and Freeman, LLC

At Brown and Freeman, LLC we understand that financial planning is the key to achieving your long-term goals and objectives and we encourage everyone to have a unique, detailed plan. We also believe the best way to help form a sound financial strategy is by getting to know you.

Jean Freeman

Jean Freeman

I am a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of advisery experience. While at Fidelity Investments, I fast-tracked to a position of Senior Account Executive, managing the relationships of 540+ clients with more than $740 million in assets. One size does not fit all…..Wealth is a combination of puzzle pieces that fit together through strategic planning. 

I received my Bachelor of Science in Business Administration from the University of Texas at Dallas and a Masters of Business Administration with an emphasis on Financial Services from the University of Dallas. 

As a Stephen Minister at Compass Church, I serve those experiencing difficult life events.

Born on a small farm, my values about money were influenced by my father who was born into the Great Depression and my mother who was one of thirteen siblings. All my clothes were hand-me-downs or homemade.  Money was never spent frivolously, yet we never felt poor.  My husband and I lived paycheck to paycheck while I worked part-time through college and raised our two young children.  Today we are Financially Independent.  We did not win the lottery nor inherit a trust fund; we simply followed our unique strategic plan.

"A Goal Without a Plan is Just a Wish"
Antoine de Saint Expure'ry

Susan Brown

Susan Brown

As a software engineer and marketing manager for Gould Computer Systems, I traveled domestically and internationally for 13 years working with clients to apply state-of-the-art technology solutions to their complex applications. During that time, I learned the value of developing strong relationships with clients and associates. While working for Fidelity Investments, I experienced a wide range of challenges supporting High Net Worth, Sales and Customer Service Departments. Through my own life experiences and understanding that everyone has diverse situations, I have developed the ability to empathize with families coping with complex or unusual problems. 

I am passionate about helping clients understand that wealth management is not just for the wealthy. My goal is to provide confidence and peace of mind to each of our clients. 

I have an Associate Degree in Computer Science from Niagara Community College and studied Economics at the University of New York at Buffalo.

I am active in Rotary International and have a strong Christian Faith.

What Makes Us Different

At the core of our approach is our fundamental belief that we must first understand your “complete picture” before we can help you create a financial plan. We utilize a holistic approach to analyze all aspects of your current and future financial summary to create a strategic plan designed to create Wealth Beyond Investment Returns. We take a strategic dive into your unique experiences, spending habits and family dynamics. We collaboratively develop a comprehensive strategy to reach your short-term and long-term financial goals, giving you confidence today and more security tomorrow.
"How can we advise you on investment options if we don’t know all about your current and future financial details and lifestyle goals?”
As an independent advisery firm, we work for you and provide custom plans based on your specific goals. We are a fee-only financial planning and investment management firm. Paid through fees from our clients, we never earn compensation from our client's purchase of commissioned products. This allows us to be wholly dedicated to providing our clients with objective planning and investment advice without potential conflict of interest related to commissions. The interests of our clients always come first.