Our Qualifications

Michael D. Brown, CFP is Managing Partner of MD Brown Financial . Michael graduated from the UCLA School of Economics in 1981. He has spent the past 28 years learning the fine art of financial services. Michael's strengths include his ability to help clients see what is important to them and how to help them plan for their true financial goals. He knows the value of being prudent, ethical and conservative in all his business dealings. Michael holds the professional designation CERTIFIED FINANCIAL PLANNERTM (CFP®). Michael's Credentials include: * CA Insurance License #0614715 * BS Economics, UCLA * CFP® (CERTIFED FINANCIAL PLANNER) * Past President - Temecula Valley Business Association * Past President - Temecula Valley Life Underwriters * Member of the International Association of Financial Planners * Lifetime Member of the prestigious MDRT.

Michael lives in Laguna Niguel, California with his wife Donna.  He enjoyes spending time with his two granddaughters and grandson, Samantha,  3 years old,  Alexandra, 2 years old, and Jackson, 3 months old. His hobbies include: baseball, coaching basketball, scuba diving, flying a private plane, skiing and traveling.

Casey Brown Deel graduated from California State Polytechnic University, Pomona with a Bachelors Degree in Communication Studies.  She had the privilege of witnessing first hand the building of a very successful Financial Planning Firm, and has gained a considerable amount of knowledge about how to help people plan and achieve their financial goals.  Casey has the ability to help people recognize their needs and prioritize accordingly.Casey’s Credentials include: *BA in Communication Studies, Cal Poly 2005 *California Department of Insurance Life & Health License  *Series 6 Securities Registration

Casey lives in Temecula, California with her husband, Jerry, and their two daughters, Samantha and Lucy.  Her hobbies include horses, reading, living healthy and traveling.  

Mary Alice has been with the Temecula Financial Group for the past 18 years. She has extensive experience in the accounting and office management fields. Mary Alice has the incredible ability to understand our clients needs and concerns. She is able to help them through the many difficult transactions that are a part of the financial services industry. Mary Alice holds her Series 7 and 63  securities registrations, she is also experienced in the health Insurance and employee benefits field.

Mary Alice lives in Murrieta with her husband, Larry and their two children; Jonathon and Shelby.

Sheila Monaghan-Davis has worked in the financial services industry for the past 30 years. Her expertise is in the customer service area and holds a Certified Marketing Coordinator professional designation. Sheila has the the ability to navigate complicated transactions we encounter on a daily basis. She has the necessary contacts and skill in dealing with the many companies we choose to do business with, allowing our clients to focus on their financial futures. Sheila lives in Menifee with her husband, Ted, and their two dogs.