Dorrette Brown, MPA, CLTC

With over 20 years in the financial services industry, Dorrette Brown brings deep experience in business planning, risk management and protection retirement planning, legacy strategies, Social Security, and Medicare. A seasoned advisor with a holistic mindset, she is dedicated to helping professionals, business owners, and retirees navigate complex financial decisions with confidence and clarity.

Dorrette’s approach integrates risk management, wealth preservation, business continuation, employee benefits, and personalized retirement strategies. As a former entrepreneur, she understands firsthand the challenges faced by business owners and uses that experience to craft practical, values-based financial solutions grounded in trust and long-term impact.

Experience

• 20+ years advising professionals and entrepreneurs in cash flow management, employee benefits, risk management, and retirement planning
• Conducts financial wellness workshops and seminars on Social Security and Medicare
• Thousands of one-on-one client meetings focused on wealth accumulation and retirement planning

Education & Certifications

• B.A. in Accounting – Hofstra University
• P.A. in Finance & Public Administration – Columbia University
• FINRA Series 6, 63 & 65 registrations
• Life and Health Insurance Licensed

Core Focus Areas

• Retirement Income Strategies
• Business Planning & Continuation
• Wealth Management
• Risk Management & Protection Strategies
• Social Security & Medicare Guidance
• Cash Flow Planning & Debt Management
• IRA & Legacy Planning

Additional Background
Dorrette began her career at JPMorgan Chase as a Risk Manager, later founding Wholesome Goodness, Inc., an organic market and café. She successfully secured a significant business loan, led operations, and built lasting client relationships. Her entrepreneurial experience sharpened her leadership, strategic planning, and advocacy skills, all of which she brings to her role at Forest Hills Financial Group.

Today, Dorrette remains passionate about empowering her clients to build, protect, and preserve their financial future with integrity, insight, and intention.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. 8880156.1 Exp. 4/28