who we are

Stephen Brown

Stephen Brown has been in the financial services business for over 25 years. Stephen has developed not only a keen understanding of industry trends and strategies, but has provided clients with many options to manage financial wealth and insurance for life-long preserve. He values a very connected client focused approach, treating each client’s needs based on their life goals.

Stephen has also acquired his Series 7 (General Securities Representative), Series 66 (Uniform Investment Advisor – Combined State Laws) and Life and Health licenses, along with a Bachelor of Science degree from the University of Kansas. He and his family moved to Florida in 2010 from Des Moines, Iowa, which has allowed him to continue to grow in the industry and develop long-term relationships with a new group of clients. He believes that the core of this industry is about making a connection with his clients that extends beyond transactions and is built on relationships and trust.

Jason Demers

Raised in a family of accomplished advisors, his father and brother sparked his early interest in the field and shaped his understanding of long term financial planning.

Although finance was a natural influence, Jason initially pursued a different path. After attending the University of Wisconsin–Stevens Point, he relocated to California to build a career in the culinary arts.

Along the California coast, he grew an appreciation for the connection between environment and craft, even learning to freedive to better understand local ecosystems and ingredients. He went on to play a key role in launching a prominent brewpub in Sacramento and gained valuable insight working alongside highly regarded culinary professionals in Yountville. These encounters established his acumen in business operations, discipline, and client service.

In his free time, he and his wife, Mayumi, enjoy spending time at their home on Hawaii’s Big Island.