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Team

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.


 

Chad Frantzen

Founder, CERTIFIED FINANCIAL PLANNERâ„¢

(972) 719-2557

(888) 915-3130

chad@authenticcounsel.com

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...
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Greenrock Research

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...

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Joe Salcedo

Portfolio Manager

805-766-4334

joe@authenticcounsel.com

Joe works as a trusted financial advisor and portfolio manager for families in our Santa Barbara, California office.

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Karen Brinkley

Client Advocate

(972) 719-2557

(888) 915-3130

karen@authenticcounsel.com

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.

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