Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
We believe our teamwork and family focused approach adds a broader perspective to all we do and can help provide increased benefits to our clients. Our team has a collective 45 plus years of investment industry experience. Our goal is to ensure that our business model allows us to be available to communicate, listen and support the needs of the families we serve with the a high level of integrity and personalized service.
Listening and asking good questions are the key to our process. Your confidence and discernment of your overall financial picture and direction is our highest priority. We look forward to assisting you and your family walk across the bridges in your financial affairs to achieve your goals and dreams.
Founder, CERTIFIED FINANCIAL PLANNER™
Chad is the founder and visionary for Authentic Counsel, LLC. He enjoys time with family, sports, and the outdoors. He loves to read, help others and grow in their Christian faith. He and his wife Kelli have been married 16 years and have a son Tyler and daughter Hannah.
Chad holds a business degree from Texas A&M University where he also played football as a linebacker and 12th Man. Additionally, Chad holds a Masters of Divinity from Global Awakening Theological School. Professionally, Chad is registered as a CERTIFIED FINANCIAL PLANNER™ and is the founder of Authentic Counsel, LLC, a Registered Investment Advisor.
Kelli has an Interior Design degree from the University of Texas and is a home school teacher of their children. Together, they enjoy traveling, good food, quality time with friends and family, and almost any outdoor activity or adventure together. They enjoy serving and encouraging others in their community and church.
Research/Chief Investment Officer
Authentic Counsel, LLC has a strategic alliance and working relationship with Greenrock Research, based in Chicago. Greenrock is an independent brain trust for RIAs and Wealth Managers providing specialized research and customized investment solutions that serve our clients’ needs. Greenrock's role is one of Chief Investment Officer to our firm. We are excited to have the expertise of the entire team at Greenrock on our side as we navigate the ever changing global investment landscape.
Kevin founded Greenrock Research to provide customized investment research to RIAs and Wealth Managers. He manages the growth of the company while laser focused on developing innovative investment solutions.
Kevin has spent his career in investment management and pension consulting. He created and grew the pension consulting group at Paine Webber into one of the premier consulting firms for middle market funds in the country. Kevin then co-founded McBryan, Malone and Russell, an investment management firm specializing in options strategies. He managed portfolios there and at Alliance Capital Management before creating Greenrock in 1996.
Kevin Malone is the founder and president of Greenrock Research. He has served in leadership roles on several nonprofit boards including the Loras College Board of Regents, CURE (Citizens United for Research in Epilepsy), and The Epilepsy Foundation. Not one to stand on the sidelines outside of work, he’s an avid cyclist and zealous cook.
Learn More about Greenrock Research
Joe works as a trusted financial advisor and portfolio manager for families in our Santa Barbara, California office.
Karen Adams Brinkley handles all the day to day operations of the office including client service and communication, and administrative operations. She is an advocate for our clients to help answer their needs.
Ms. Brinkley has over 30 years experience in the financial industry as former bond trader with a national brokerage firm and an equity trader with a Texas based money management firm and as an executive assistant to the Executive Vice President of that same firm.
Ms. Brinkley also has an interesting hobby. She is a licensed pilot and owns a Vietnam era plane that she flies with the Commemorative Air Force. She spends most of her time out of the office working on her plane. Yes, Ms. Brinkley does most of her own mechanical work. You can usually see Karen Adams Brinkley and her plane at any of the local air shows around Texas and other surrounding states.