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 is beginning his business career with J M Brown Financial Partners as an Associate Advisor. He graduated with a dual degree in Humanities and Classical Studies from Villanova University in 2014.

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.