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

Hourly Fees

Annual Financial Planning Fee

Flat-Rate Fee for service

Meet the team

David Bennett

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 Bennett


Karen oversees the business operations of Expand Financial Group. 

Janiesa Burman

Director of client services

Janiesa oversees all client servicing needs at Expand Financial Group. 

Carolynn Troedson

Client Service Specialist

Clients contact Carolynn for their appointment booking and follow-up with all servicing matters. 

Kasey White

client services Representative

Kasey specializes in serving, supporting, and caring for clients.

Joel Bennett

Director Of Health And Wellness

Joel help’s Expand employees with any health related concerns and questions.

Jay Bennett

Financial Advisor

Jay specializes in investment and retirement services.

Brian Burman

Financial Advisor

Brian specializes in Life and Leadership Coaching as well as Generosity Coaching.

Michael Gammill

Financial Advisor

Michael specializes at Expand Financial Group as a Non-profit Assessment Specialist. 

Let's talk about your goals

Request a free consultation