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 Frantzen is the founder and visionary for Authentic Counsel, LLC, a registered investment advisory firm. Chad has twenty years of experience serving families in the financial services industry to help them gain financial freedom and clarity.
Chad holds a business degree from Texas A&M University where he also played football as a linebacker and 12th Man. He holds a Masters of Divinity from Global Awakening Theological Seminary. Professionally, Chad is registered as a CERTIFIED FINANCIAL PLANNER™ and specializes in advanced wealth management planning. Chad enjoys bridging the gap between biblical principles of finance and leadership with the wise stewardship of financial resources.
He enjoys time with family, sports, and the outdoors. He loves to read and encourage others in their Christian faith. He and his wife Kelli have been married 17 years and have a son Tyler and daughter Hannah. Together, Chad and Kelli recently launched a faith based non-profit called The Kingdom Ranch to address the growing need for encouragement and personal retreat for global Christian leaders in the marketplace.
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.