Investing with Integrity
As a fee-only RIA, Flywheel is committed to putting your interests first. We are bound by fiduciary standards to recommend investments that are in your best interest. It's important to know if your financial professional is held to that standard.
Low Ego, High Touch
I take my responsibilities as a financial advisor seriously, but I don't take myself too seriously. I believe in low ego and high touch, providing a personalized client experience that is focused on your needs and goals.
Flywheel Private Wealth
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Brandon is in charge of financial planning and investment strategy at Flywheel. Away from the office, he enjoys spending time with his wife, Jamie, and their six children. Brandon likes being involved in the community and has served on the boards of the Los Altos Rotary Club and the Los Altos History Museum. He is a BYU grad and loves to ski in the Sierras and the Wasatch Mountains.
Kristen is the heartbeat of our client service work. She is your point of contact when it comes to transferring funds, opening new accounts, or any operational matter. Kristen is a graduate of Sonoma State University and has worked in client service roles for over 20 years at firms including E-Trade, Sage Point, and Wells Fargo Advisors. She is married to her husband, Dan, and has two boys ages 9 and 12.
Heidi is often the first face you see as you come to the office. She helps schedule meetings, makes clients feel comfortable, and keeps the office running smoothly. Heidi lives in Los Altos and is married to her husband, Steve, with whom she has four wonderful children.