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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 is a candidate for the CFP® certification after recently passing the comprehensive board exam.

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.

Myles plays an important role as part of the advisor team. Originally from Illinois, he graduated from Texas Tech with a degree in finance. When Myles is not creating a financial plan, he’s out discovering the next restaurant patio to enjoy with his friends and family.

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 seven years and has two children.

Need more help?

Articles and videos can only take you so far. Sometimes you need your questions answered by a real person. Our advisors are ready to help.