
Brian Berkenhoff
Founder
Birch Investment Management, L.LC.Brian Berkenhoff, CFA founded Birch Investment Management in 2011.
Previously Brian was Principal and Financial Advisor at an SEC Registered Investment Advisor in Seattle from 2001 to 2008.
Brian began in the financial industry in 1998.
FiduciaryCFAFee-Only$500k
Retirement PlanningDebt ManagementEducation Planning+5

Brian Bickett
Iron Mountain Financial Planning, LLCFiduciaryCFPEANo minimum

Agatha Johnson
WillKate Wealth Management, LLCAgatha specializes in generational family wealth planning as well as financial planning and wealth management with a life coaching element in her firms planning process. Agatha Johnson's additional certifications are: Certified Private Wealth Advisor and Certified Executive Coach.
FiduciaryCFPCPWA®No minimum
Business Owners