CJC Investors

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Brentwood Capital Advisors (BCA) is a premier healthcare investment banking advisory firm specializing in mergers and acquisitions and capital raising for companies in healthcare services, healthcare technology, and business services. Founded in 1999, BCA has successfully closed 250 transactions, totaling a transaction value of $40 billion, underpinned by a commitment to integrity, teamwork, and transparency. With an average partner experience of 30 years, BCA fosters a client-centric approach that emphasizes honest communication and a family-like culture. The firm's extensive expertise extends across various sectors, providing world-class advisory services to innovative and family-owned companies in the healthcare landscape. Generated from the website