About Us
Clinton Brown, CFP®, CHFC, CLU, CASL®, CAP®
- Partner
- San Clemente, CA
Clint is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL®), and a Chartered Advisor in Philanthropy (CAP®).
Jace Beck
- Partner
- San Clemente, CA
Jace Beck focuses on helping accountants move from being the most trusted advisor to becoming the most valued advisor to their best clients.
David Carroll, CFP®
- Principle
- Scottsdale, Arizona
David works with elite CPAs to help make them Primary, Critical and Essential to their very best clients. He heads up the Modern Family Office that provides CPAs the leverage they need to become more than just the tax preparer or the compliance person, but the most trusted advisor to their clients.
Bree Goodman
- Office Manager
- Redlands, CA
Bree Goodman has been in management positions for nearly two decades, and has been an Office Manager for TBA Team since 2008. She works directly with clients and helps to coordinate various relationships between TBA Team and CPA Groups.
Kaelan Goodman
- Office Assistant
- Redlands, CA
Kaelan Goodman is an internal Office Assistant to Bree Goodman and Clinton Brown. She focuses her efforts on much of the behind the scenes efforts needed to keep the office, CPA’s and clients interwoven through software and communications. She has been in the working with TBA Team since 2013.
