My late Grandfather, Jim Brown aka “Grampy”, embodied the saying ‘they just don’t make them like they used to’. He was well known for his quips, so I’ll leave you with a few that will always be on my mind, and in my heart:
“Heed the 11th Commandment: Thou Shalt Go For It!”
“Break one rule every day” [as long as it doesn’t harm someone!]
“Never cancel on a forecast”
JD joined SFP Wealth in 2012 as a Case Analyst Associate and was responsible for assisting our Partners in analyzing insurance, investments and financial planning products for our Retirement Plans, with a main focus on investments. In 2015, JD moved into his current role as Director of Investments. JD is currently responsible for analyzing and managing our portfolio of discretionary investment accounts and he specializes in evaluating and recommending third party investment management solutions and selecting corporate retirement plan investment lineups for our Partners.
JD received a Bachelor of Science in Accounting from Elon University. He holds his Series 7 and 66 licenses, is a registered Investment Advisor Representative, and is a Chartered Financial Analyst. The CFA designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive program of study in the field of Investment Management.
In his free time, JD enjoys spending time outdoors with his wife and beagle. He enjoys golfing, biking, hiking and skiing. If he could have it his way, JD would live on top of the highest mountain range he could find and spending summer on his bike and winter on his skis.