I'm Arron Brisard, an Army Veteran who transitioned from the battlefield to a fulfilling career in the financial services industry. After returning home wounded from Iraq, I channeled the invaluable lessons learned through service and combat into helping others build a secure financial future. In my over 20 years of experience, I've discovered that financial planning is not just about market retur
ns; it's about pre-emptive, comprehensive planning for every life event. As an Independent Advisor at Avantax since 2021, I've had the privilege of applying my unique perspective to guide individuals and corporations in areas such as early retirement, asset management, stock options, and investments. Education and Professional Background
I earned my Bachelor of Business and Finance degree from Stamford University. Prior to joining Avantax, I served as an Independent Advisor at LPL Financial, Allstate Financial Services, Lincoln Benefit, and held the role of Assistant Vice President at First Union (now Wells Fargo). Throughout my career, I've honed my skills in presenting seminars and educating others on the intricacies of financial planning. Partnering for Success
Collaboration is key to success, and I'm fortunate to work closely with my wife, Kathryn, who manages the administrative side of our practice. Together, we deliver the fine-tuned service experience that our LCA clients have come to expect and appreciate. Beyond the Office
When I'm not immersed in financial strategies, my focus shifts to my family. My wife, Kathryn, and I are proud parents to four sons and seven dogs, making our home a lively and joyful place. I'm excited to connect with professionals and individuals who share a commitment to proactive financial planning and a passion for making a positive impact. Let's build a secure financial future together! Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. social media policy: visit www.avantaxwealthmanagement.com/social_policy/
FINRA: https://www.finra.org/ #/
SIPC: https://www.sipc.org/
