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