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™
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...
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.