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Our Story

We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. 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.

Entering this profession taught me that there are two types of advisors, those who are skilled professionals, and those who are product-oriented salespeople. We began in 2012, with a commitment to helping people get the most out of their retirement by optimizing their plan for reduced taxes, steady monthly income, and smarter investments. As a Certified Financial Planner®, myself and team believe that all money spends better with a written and updated plan.

Connie coordinates member experience for Brindle & Bay clients. Connie’s steadfast dedication to her role instills trust in each of our members. When she is not planning the next member event, preparing for an educational class, or assisting a member she enjoys planning the next family getaway to her family cabin in Broken Bow, Oklahoma.

As a resident financial planner, Tori is an Investment Advisor Representative at Brindle & Bay Financial Advisors. She works with our members to create and update their financial plans, goals, and investments. She has a degree in Psychology from the University of North Texas and is currently working at earning her marks as a CERTIFIED FINANCIAL PLANNER® professional. Besides serving clients, Tori’s passion is addressing the mindset of retirement through her More than Just Numbers: The Mindset for a Rewarding Retirement. A series that focuses on creating the experience you desire during your next phase rather than only the numbers. 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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