Helping you leave a legacy through expert financial planning.
About Expand Financial Group
Our goal is to help you achieve yours.
We know that it can be difficult and confusing to know where to invest your resources.
At Expand Financial Group, we help you discover your financial goals by providing a personalized, financial plan for each and every goal. Begin taking informed steps so that you can live your ideal life.
Our Fee-Based Model
We Are Fee-Only Advisors
Your best interest is our top priority. Unlike other financial service firms, we are not paid as a part of the investments that we recommend to you.
Our fee-based models ensure our values are in sync. It keeps us hyper-focused on your plan and goals.
Choose the fee structure that makes the most sense for you:
Assets Under Management
Hourly Fees
Annual Financial Planning Fee
Flat-Rate Fee for Service
Meet the Team
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David Bennett
CEO and Financial Coach
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Karen Bennett
Chief Operating Officer (COO)
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Janiesa Burman
Director of Client Services
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Carolynn Troedson
Client Service Specialist
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Kasey White
Client Services Representative
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Joel Bennett
Director of Trading
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Jay Bennett
Financial Advisor
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Brian Burman
Financial Advisor
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Micheal Gammill
Financial Advisor
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Brandon Berg
Financial Advisor
How can we help you reach your financial goals?
Get your free consultation with the Expand Team