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CREDENTIALS

CERTIFIED FINANCIAL PLANNERTM  (CFP®)

EDUCATION

Saint Joseph’s University, MBA in Finance

George Washington University, MS in Systems Engineering

University of Arizona, BS in Management and Information Systems

ASSOCIATIONS

Member, CERTIFIED FINANCIAL PLANNERTM Board

Member, National Capital Region, Financial Planning Association



Lamont Brown MBA, CFP®

Principal Wealth Advisor

540-642-1204

 

 

I was born and raised in West Texas (Midland-Odessa) and joined the United States Marine Corps after graduating high school. Early on in my military career, I was recognized as a leader and I was selected to become a Marine Corps Officer.  In total, I served over 15 years in Marine Corps as both an enlisted Marine and Officer being stationed in Japan, Korea, Bangladesh, Thailand, and Iraq in Operation Iraqi Freedom.

My curiosity and a natural thirst for learning has helped me to succeed along the way.  Coming from a humble background I knew I needed to learn more about personal finances and at an early age I took up the challenge.  I realized, "If we got the money right everything else would be easier".  From my hobby, I found my passion, learning and perfecting basic money skills in my own personal finances.  Throughout my Marine Corps career, I invested, and early on I opened my first Roth IRA when I was 24.  

In 2006, after my tour to Iraq, I decided to change my career path and settle down in Fredericksburg.  I'd achieved the rank of Captain - "The Best Rank In The Marine Corps" and realized it was time for me to focus on my most important mission, being there for my sons and family.   

Transitioning out of the Marine Corps, I stayed in Telecommunications and Information Technology.  Starting out I worked at MITRE and Raytheon.  Over the course of four years, I received my Master of Science in Systems Engineering and Project Management Professional (PMP) certification.  One of my proudest moments was being a part of the MITRE team that helped field the Inflatable Satellite Communications Antenna to the Marine Corps.  

After four years in technology, I decided to follow my passion for personal finance and become a financial advisor.  Starting out I worked at a traditional brokerage firm.  While in traditional brokerage I gained valuable investment management and small business experience.  From there I moved to TIAA, where I found my passion for helping families prepare for retirement.  At TIAA, I helped families ask and answer tough questions before and during retirement. I became a CERTIFIED FINANCIAL PLANNINGTM (CFP) Professional after passing the most traumatic exam I've taken to date. 

In 2020, I founded ALNA Financial to continue to help families ask and answer tough questions.  ALNA Financial was started to help families make better decisions and receive guidance they could trust.  Shortly after starting ALNA Financial, I accomplished a lifelong dream and received my Master in Business Administration (MBA).

I'm a proud husband and father of two adult sons.

In my free time, I pursue my health and fitness goals by running marathons and playing golf.