Who we are
& our expertise

Meet our professionals who are dedicated to understanding your needs and goals, and who possess the knowledge, experience, and skills to navigate you through every aspect of your financial journey.

Charting Your Financial Course, Together

Your Partner

Independent Wealth Management Firm

J M Brown Financial Partners is an independent Wealth Management firm located in Tulsa, Oklahoma, with clients in multiple states. We understand that the biggest challenge when preparing for a sound financial future is knowing what to do. We created our firm to help take the mystery out of planning. Financial planning is an evolving process that changes with the different stages in life.

TESTIMONIALS

What Our Clients
Say About Us.

Unlocking Financial Success

Empowering Your Financial Journey

Our team approach enriches our services, offering diverse perspectives and enhanced benefits to our clients. Our team of financial professionals is equipped to assist you with a range of challenges, including:

Risk management

Investing principles and strategies

Retirement planning and distribution

Estate conservation matters

Your Financial Journey

Achieve Your Financial Goals Your Way

From saving for your children’s education to retirement and estate planning, our personalized approach prioritizes your needs, aspirations, and financial objectives. Our team, boasting years of experience, is committed to helping you realize your “perfect calendar” — a life lived on your terms, with confidence in your financial future.
Play Video
Play Video

Your Financial Journey

Achieve Your Financial Goals Your Way

From saving for your children’s education to retirement and estate planning, our personalized approach prioritizes your needs, aspirations, and financial objectives. Our team, boasting years of experience, is committed to helping you realize your “perfect calendar” — a life lived on your terms, with confidence in your financial future.

Navigating Life's Seasons

Additionally, we provide answers to common questions:

Ronald Brown

President

Ronald Brown joined J M Brown Financial Partners in June 2002 and became president in November 2011. He is responsible for managing all client relationships.

William (Bill) Tennant, MBA, CPA, CFP ®

Investment Advisor

William (Bill) Tennant joined J M Brown Financial Partners in 2013 as an Investment Advisor Representative. He has a Bachelor’s Degree in Accounting from Queens College, New York and a Master’s Degree in Finance from Pepperdine.

Angela (Angie) Rosario

Financial Consultant

Angie Rosario-Brown joined J M Brown Financial Partners in June 2002 and brings to our practice over 25 years of experience in the financial industry. Previously, Angie was a Vice President for the Latin American Credit Research.

Omar Adam Ahmadieh

Financial Advisor

Omar Adam has been a Financial Advisor since 2013. He prides himself on developing and maintaining client relationships and providing you with the guided execution to help you realize your goals. He is passionate about being your advocate.

Connor White

Financial Advisor

Connor White is a seasoned financial advisor and head portfolio manager with over a decade of experience in the financial services industry. As head portfolio manager at JM Brown Financial Partners (JMB), Connor leads the firm’s investment strategy and portfolio management, serving a diverse clientele of high-net-worth individuals, families, and institutional investors.

Rebekah Andersen

Financial Planning Operations

Rebekah is a seasoned financial industry professional with over six years of experience. Rebekah earned her degree in Education with honors and has since transitioned to the financial services world to pursue her passion for investing and operations. Her attention to detail and commitment to providing exceptional service make her a valuable member of our team.

Justin Kasprek

Financial Advisor

Justin is part of the advisory team at J M Brown Financial Partner with over 10 years of experience in the financial services industry. He began his career helping clients select appropriate home, auto, and life insurance coverage,
where he developed a strong foundation in understanding the diverse needs
of individuals and families. 

Christine Magness

Operations Manager

Christine is a seasoned professional with over 25 years of experience in finance and accounting, currently serving as Operations Manager at J M Brown Financial Partners. Her prior roles as a project manager at Verizon and in Accounts Payable at American Airlines have honed her analytical acumen and meticulous attention to detail.

Connor White

Financial Advisor

Connor White is a seasoned financial advisor and head portfolio manager with over a decade of experience in the financial services industry. As head portfolio manager at JM Brown Financial Partners (JMB), Connor leads the firm’s investment strategy and portfolio management, serving a diverse clientele of high-net-worth individuals, families, and institutional investors.

Throughout his career, Connor has earned a reputation for delivering personalized financial advice and investment solutions tailored to his clients’ unique goals and risk tolerances. His expertise encompasses asset allocation, risk management, and comprehensive wealth planning, guiding clients through complex financial landscapes to achieve their long-term objectives.

In addition to his role at JMB, Connor is passionate about financial education. He frequently contributes to and participates in industry forums and seminars, empowering individuals to make informed financial decisions. His client-centric approach prioritizes transparency and open communication, fostering strong, trusted relationships.

Connor earned his degree with honors from Villanova University and stays current on industry trends to ensure his clients benefit from the latest wealth management strategies. Outside of work, he enjoys spending time with his family, traveling, and playing basketball. He resides in Tulsa with his growing family and two dogs.

Justin Kasprek

Financial Advisor

Justin is part of the advisory team at J M Brown Financial Partner with over 10
years of experience in the financial services industry. He began his career
helping clients select appropriate home, auto, and life insurance coverage,
where he developed a strong foundation in understanding the diverse needs
of individuals and families. Over time he transitioned to the role of financial
advisor obtaining his Certified Financial Planner designation, embracing his
fiduciary responsibilities, and focusing on comprehensive financial planning
and investment management services. Justin is deeply committed to offering
personalized, client-focused advice, ensuring that each client receives
tailored solutions to meet their financial goals.

Outside of his professional life, Justin is devoted to spending quality time
with his family. He enjoys outdoor activities such as hiking and mountain
biking, as well as more relaxing pastimes like reading and watching favorite
shows with his wife and children. Whether enjoying an active day or sharing
a meal together, Justin values the time he spends with his loved ones.

Christine Magness

Operations Manager

Christine is a seasoned professional with over 25 years of experience in
finance and accounting, currently serving as Operations Manager at J M
Brown Financial Partners. Her prior roles as a project manager at Verizon and
in Accounts Payable at American Airlines have honed her analytical acumen
and meticulous attention to detail. Christine is skilled at delivering exceptional customer service and is committed to the efficient execution of all operational functions within the organization.

In her personal life, Christine prioritizes family connections, actively supporting her daughter in college while nurturing a close relationship with
her son. She values quality time with friends and family, enjoys reading
contemporary fiction, and taking beach vacations whenever possible.