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TO ACHIEVE FINANCIAL SECURITY

Your Financial Decisions Need to Work Together



Set up call

7-Steps to Retirement Freedom

We work with people who want the freedom to pursue the work they enjoy and to build a legacy 

Your financial picture has become more complex. You may be unsure of what you need, where to start, or how to manage your whole financial picture.

Coordinating it all isn’t easy. Managing your financial situation is no longer just about making simple decisions like saving for retirement. It’s about exploring complex investment options, reducing taxes, and making sure you are prepared and protected for potential financial challenges ahead.


Experienced

Wisdom takes time and experience. Wealth management is the same. A CERTIFIED FINANCIAL PLANNING (CFP®) professional with over ten years experience working with successful families.

Fiduciary

We are committed to providing advice that is "Always Fiduciary".  Our recommendations are guided by what is best for you and your personal situation.

Wealth Management

Risk management, Tax Planning, Investment Management, income, and Estate Planning are all parts of Coordinated Wealth Plan.



Your Financial Decisions Are About More Than Just Your Investments

To achieve financial security and freedom, all of your financial decisions need to work together

A coordinated wealth plan aligns your financial decisions with your Vision, Values, and Goals, because all of the pieces of your finances are intertwined.


The good news is you don't have to do it alone.  ALNA Financial will help coordinate each part of your financial situation.


Our Coordinated Wealth Planning Process helps you build a strategy and take action to protect, and prepare for the challenges and opportunities ahead.


Set up call



Risk Management

Helping to preserve and protect your wealth against unexpected death, disability, or loss of income is an important component of your financial security. 

Estate & Charitable Planning

The smooth, tax-efficient transfer of assets to the people and organizations you care about after incapacity or death is important.

Tax Planning

Taking proactive steps to reduce or avoid taxes is an important part of preserving and growing your wealth.  There are many tools at your disposal to assist in minimizing your tax exposure.


Investment Management 

Having a disciplined process for selecting and maintaining your investment portfolio can be the difference between the success and failure of your financial plan.  Ensuring your portfolio and asset allocation support your goals, timeline, risk tolerance, and liquidity needs is an important and ongoing process.

How it works

1

Set up call

Set up a phone call to see if it makes sense for us to schedule an Initial Conversation.  

2

Get started

Decide to work with us and we'll get started collecting data and understanding your Vision, Values, and Goals.

3

Take action

Review your personalized Coordinated Wealth model and take action to achieve your goals.


Once upon a time in West Texas

Passion and Persistence

We believe relationships are enhanced through financial security and taking action to improve your financial future.

We value the role we play in the lives of our clients and the community.  

Lamont Brown MBA, CFP® Photo Lamont Brown MBA, CFP® Hover Photo

Lamont Brown MBA, CFP®

Principal Wealth Advisor
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Lamont Brown, MBA, CFP®

Principal Wealth Advisor

lamont@alnafinancial.com

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 have 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.


Cassandra Da Silva Photo Cassandra Da Silva Hover Photo

Cassandra Da Silva

Client Relationship Consultant
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Cassandra (Cassy) began her career in the financial world in 2005 as a Wire Operator and Cashier at a national bank. With her natural drive and ambition, she transferred to a large financial institution in 2006, climbing rapidly from assistant to Senior Operations Specialist. Today, Cassy brings her dynamic understanding of corporate finance and operations to both her team at The Network and the offices of the advisors she serves.

Cassy was born, raised, and still resides in SoCal with her Brazilian husband, Edison, their daughter Betty, and cat Martini. Outside of work, she enjoys traveling the world with her family. On weekends, you can find her cooking and baking with Betty, cheering on UCLA, or spending time outdoors.


Originally from West Texas 

I  joined the United States Marine Corps after graduating from High School.  

Early on in my career as a Marine I was recognized as future leader and I was selected to become a United States Marine Corps Officer!


Marine Corps

I was commissioned a Marine Second Lieutenant.

After completing Officer Candidate School (OCS) and graduating from University of Arizona with a Bachelor of Science degree, I was commissioned a Marine Second Lieutenant.  As an officer I served overseas in Okinawa, Korea, Thailand, and Iraq.  After serving honorably for over fifteen years, I decided to settle down in Northern Virginia with my family.


 

Family

I value spending time with my family

Coming from a close knit family, I know the value of spending quality time and sharing experiences with those you love.  I enjoy spending time with my wife and sons exploring the local sites. 




“We must all either wear out or rust out, every one of us. My choice is to wear out.” — Theodore Roosevelt



Running

I prepare for most days with physical activity.  

After over 30 years of running, I have completed six marathons and countless half marathons.  Annually I participate in local runs to stay in shape.

My most recent accomplishment was running for 453 consecutive days! 

 



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