Meet our Team

Jeff Brown has extensive financial planning experience as an independent financial professional for over 30 years.  He has taught Financial Planning at Bryant University's Executive Development Center, is an Accredited Investment Fiduciary® and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999. In 2006, he established Brown Advisory Group, LLC as an independent Registered Investment Advisor firm focused on providing consultative, fiduciary-level financial planning advice. To this day, Jeff uniquely provides both one-time and ongoing retainer-based financial planning services and consultations and does not require that customers invest through his firm in order to receive his retirement and financial planning advice.  He has had the same business location for over 20 years. 

Jeff is certified in behavioral finance and is trained in personal coaching through the Baptiste Institute. He has also participated in empowerment training programs with Tony Robbins. Combined with his unique training and certification as a yoga instructor, Jeff takes great pride in his unique approach to financial planning as Jeff integrates personal coaching techniques with several of the ancient limbs, i.e. principles of life with modern-day behavioral finance, an evolving area of personal finance that includes research that suggests individuals' behavioral biases adversely affect long-term investment returns.

Jeff's approach to financial wellness empowers clients to ultimately achieve a higher level of self-content and personal happiness while ideally reducing stress associated with their personal finances and investing.  Jeff believes his approach ultimately helps his clients lead more active & content financially successful lives!

Danielle “Dani” Zakrzewski provides client services and is Jeff’s Executive Assistant  A native of Massachusetts, Dani was previously a small business owner and is no stranger to customer satisfaction, perseverance and countless hours of hard work. In fact, the COVID Pandemic helped her realize that her work-life balance was out of kilter and that it was time for a change. She enjoys every aspect of working at a financial planning firm, including helping Jeff stay organized, as well as helping the firm maintain and build new client relationships.  During her free time, Dani enjoys cooking parties, aesthetics and practicing self-care, including yoga and pilates.

Hollie Dias provides client services and handles client and firm communications. Hollie holds a Master’s Degree from Columbia University and previously taught English in New York public schools. Since returning to Rhode Island, Hollie has held several long-term positions in both teaching and communications. Hollie also assists with research, media inquiries and the firm’s digital presence. She is an avid reader and enjoys spending her summers on her speedboat on Narragansett Bay!