Johnathan Britton Email & Phone Number

I serve as a financial liason for a small group of households. I help each client match their financial resources to meet their values through three simple steps: increased organization, increased awareness, increased effectiveness. The end result being that these people get where they want to go more quickly, with less hassle and fewer mistakes.

I manage day to day activites of family owned agency. In addition to management, I service a relatively small book of clients. My main objective is to help clients reduce or eliminate unwanted financial exposure and remove uncertantity. I have tried to differentiate my services by taking time to help each client (who wants to) customize a simple system keeping their policy up to date and accurate.

Helped individuals and families build investment portfolios to satisfy financial goals.

Sold investment products to indivuals and families

Sold investment products (mutual funds, stocks, bonds, annuities) to inviduals and families.

Put together financial analysis of small to medium size businesses for loan committe review.