Our Advisors

Meet Our Advisors

 

Grant Bledsoe, CFP®

 

Three Oaks Wealth

Specialties

  • Business Owners

  • Physicians

 

Rachael Burns, CFP®

 

True Worth Financial Planning

Specialties

  • Millennial women

  • Divorce (before, during and after)

  • Widows

 

Charles Ho, CFP®

 

Legacy Builders Financial

Specialties

  • Budgeting

  • Retirement Planning

  • Work/Life Balance

 
 

Glen Monroe, CFP®

 

Monroe Wealth Management

Specialties

  • H.E.N.R.Ys (High Earners, Not Rich Yet)

  • Employee Stock Options

  • Tech Sector Employees

 

Mike Troxell, CPA®

 

Modern Financial Planning

Specialties

  • Tax

  • Equity Compensation

 

Tony Matheson, CFP®

 

Matheson Financial Partners

Specialties

  • Sales Professionals

  • Retirement Planning