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Our Story

We're a Texas-based independent financial advisory firm serving McKinney, Frisco, Plano, Allen and surrounding  areas. We're here to listen to your needs and guide through the financial planning process.

Meet Our Team

Every member of the Brindle & Bay team is passionate about helping you achieve your financial goals.

Nick creates integrated retirement income and wealth management strategies for individuals and families at all stages of retirement. He believes all money spends better with a written and tracked plan. Nick, a CERTIFIED FINANCIAL PLANNER ™, alongside his team of professionals, takes a big-picture approach with families to assist them in pursuing their financial goals.

Connie coordinates operations for Brindle & Bay and the Money Master content network. Her steadfast dedication to client education and success drives Brindle & Bay’s campaign to improve financial literacy for its clients.

Tori provides client support and handles our team's administrative needs. She graduated from the University of North Texas with a degree in Psychology and has previously worked in Human Resources and as an Executive Assistant, serving multiple C-Suite Executives. Tori has been married to her husband Austin for eight years and has two children.

Derek has worked in many roles within the financial industry - as a paraplanner, senior analyst, portfolio manager, and financial advisor. Prior to working with Brindle & Bay's investment committee, Derek was a key employee at one of the fastest growing private companies in America (ranking as high as #10 on Inc. 500's list), where he was in charge or managing over $3.8 billion in assets. Derek holds his CFA, and CFP® designations and was included in the Think Advisor 30 under 30 list in 2015, being named a young professional transforming the industry.

Prior to joining the Brindle & Bay Investment Committee, Benjamin led the financial planning team at FormulaFolios, a registered investment advisory firm that works exclusively with independent fiduciary advisory firms.

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