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
Your goals are our goals
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
Annual Financial Planning Fee
Flat-Rate Fee for service
Meet the team
CEO and Financial Coach
Dave is our CEO and Financial Coach at Expand Financial Group. He founded Expand after over 20 years of industry experience. David has a passion for helping his clients make the most out of their resources.
Karen oversees the business operations of Expand Financial Group.
Director of client services
Janiesa oversees all client servicing needs at Expand Financial Group.
Client Service Specialist
Clients contact Carolynn for their appointment booking and follow-up with all servicing matters.
client services Representative
Kasey specializes in serving, supporting, and caring for clients.
Director Of Health And Wellness
Joel help’s Expand employees with any health related concerns and questions.
Jay specializes in investment and retirement services.
Brian specializes in Life and Leadership Coaching as well as Generosity Coaching.
Michael specializes at Expand Financial Group as a Non-profit Assessment Specialist.