Get to know the Pathwise Team

Here at Pathwise Party we are dedicated to educating our clients on how to achieve financial wellness.  Our goal is to assist in properly preparing you for retirement while limiting tax-liability and securing your family and or business's future. 

 

Jared Brown  (Managing Partner & Founder at PathWise Partners)

 

 

I am a financial professional  focused on helping indviduals and businesses.  Having a strong interest in finance and overall planning has allowed me to be an astute mentor and guide for my clients for over 20 years.   My goal is to help them reach their financial goals through building relationships, developing mutual respect and confidence that I will work tirelessly for my clients' best interest and future.

 

- 20 years in financial services industry

 

- Member, National Association of Insurance and Financial Advisors    (NAIFA)

 

- Specializes in working with Medical Professionals, Farmers and    Ranchers

 

- Registerd Representative with NYLIFE Securities LLC

 

 

 

 

 

Maleen Olson  (Partner at PathWise Partners)

 

 

Helping individuals and business achieve financial wellness and plan for the future is my specialty.  Creating a financial "roadmap" to help clients achieve their goals while protecting assests is what I enjoy the most in this industry.

 

- Registered Representative with NYLIFE Securities LLC

 

- Authorized to offer AARP members insurance products from New York Life

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Chayleen Person  (Partner at PathWise Partners)

 

I joined PathWise Partners because of my passion to help individuals, families and businesses protect what matters most to them.  I am dedicated to understanding and educating my clients while creating a vision for their financial future.  I have an extensive background in finance, which began with a B.A. in Business Management accompanied by a M.B.A. in Finance.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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