Kelly Brothers Joins Genovese, Forman & Burford as Partner

Community Comments

Leading financial and insurance services firm estimated to oversee $1 billion in assets

Sacramento, CA – Genovese, Forman & Burford announces Kelly Brothers as new partner and financial advisor, augmenting the firm's position as Sacramento's foremost investment advisory and employee benefits consulting firm.

Brothers' unequaled range of expertise comes from his broad scope of experience. At his previous firm, Brothers specialized in asset management, estate planning, family consulting, wealth management, lending services and philanthropic services. He is also a morning news anchor for KFBK, business reporter for KXTV and contributor for Prosper Magazine. Additionally, he was previously a respected anchor and reporter for KCRA.

"Expertise is our greatest asset - and it just grew by 33%," proclaims Lon Burford, partner Genovese, Forman & Burford. "Mike, Dean and I are proud to welcome Kelly, a friend and colleague who brings a wealth of talent to the team."

With the addition, Genovese, Forman, Burford & Brothers is estimated to oversee more than $1 billion in assets. Brothers joins Mike Genovese in piloting the firm's wealth management services, while Dean Forman continues to customize comprehensive benefits programs to over 12,000 employees and their dependents, and Lon Burford helps corporate retirement plans grow for their clients. As a group of specialists, the partners provide perspective no single specialist can offer and personal involvement no generalist can approach.

Continued...

• Share
  • Digg This
  • del.icio.us
  • Newsvine
  • Facebook
  • Reddit
  • Furl It
  • !Y My Web
  • Google
• Email
• Print

Recommend This

Community Comments