Our Team
GET TO KNOW YOUR TEAM
Our team consists of financial professionals with a genuine passion for helping others, diverse backgrounds and expertise, and a dedication to putting our clients’ interests before their own. Learn more about the proud team that is ready to serve you.
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D. Scott McLeod CFP® , ChFC®
President / Financial Planner
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Josh Lancaster CFA
Chief Investment Officer & Chief Compliance Officer
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Harvey A. Hutchinson J.D. CFP®
Lead Financial Planner
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Mariza (Mu-Tin) Wultsch CFP®
Financial Planner
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Amy Smith
Associate Financial Planner
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Marie Forst
Operations Manager
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Cynthia Morrisette
Client Services
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Rachel Johnson
Client Services
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Joseph Kosta
Paraplanner
Work With Us
Reach out for more information about available positions and joining Brown Financial.
Maximize Your Financial Potential
TRUE PLANNING CYCLE
Get guidance in complete financial solutions through our continuous, repeatable, and predictable process that addresses critical questions in retirement, investments, insurance, taxes, estate planning, and more.
Wealth Management Services
Learn about our common sense approach to investment management that aims to reduce risk while maximizing the potential in every client’s investment portfolio.