Our story

Who we are  

Brevard Group has a heart for service, and we uphold Christian values in everything we do. Not only do we care deeply about the community and give back in numerous ways, but we let our passion shine through at work.  

Lauren finds fulfillment in working with widows to review, evaluate and, if necessary, modify their financial plans to help ensure a secure financial future. She also enjoys helping young people create short- and long-term financial strategies that honor their dreams and values. Sam is passionate about helping people plan for retirement and educating them about tax-efficiency strategies, multiple income streams and other ways to help live the life they desire during their golden years.  

Our approach  

We are dedicated to bringing clarity to where you are today while helping you get to where you want to go tomorrow. We’ll take time to get to know you and your family so we can create a personalized financial plan that reflects your needs, values and goals.  

What we believe  

We believe money has the power to transform lives and communities. We also believe in faithfully connecting our clients to their financial potential, so they can live generously and make the most of all they’ve been given.