Our Advisors
Fee-only fiduciary financial advisors
Building meaningful relationships
Our Story
Innovation, Collaboration, and Intentional Growth
Brian never planned or expected to have employees. That changed when Jayson came on board, and an accidental expansion ensued. This natural partnership grew into a team of professionals whose innate love of finance and drive to help others drew them to our firm. We have built a robust set of processes and systems, all while intentionally slowing expansion to ensure we grow in the right way. Most members of our team are professionals from outside financial services—an engineer, an architect/raft guide, a lawyer, a fighter pilot, and a firefighter/paramedic. What we all have in common is a desire to make a difference and a never-ending curiosity about people and finance.
We work as a team
Giving you access to all of our expertise
Matthew Hunt
Financial Advisor
Matthew’s experience extends from finance to development strategy, transaction management, real estate asset and portfolio management, and deal structuring.
Rae Hartley Beck, CFP®
Financial Advisor
Rae is a fee-only fiduciary CERTIFIED FINANCIAL PLANNER™ based in Grand Junction, Colorado. She provides flat-fee and fee-only holistic financial planning to individuals and families across Western Colorado and the I-70 corridor both in-person and remotely. Her mission is to make high-quality financial advice accessible, transparent, and tailored to your life.
Matthew Anderson
Financial Advisor
During his career, Matthew has worked for three firms in the top 40, ranked by fiduciary assets under management. He has a passion for all things rural Alaska, dating back to Bering Sea fishing adventures that paid his way for college.
Jim Barnum, CFP®
Financial Advisor
During the past 19 years, Jim has spent his time responding to 911 calls in Colorado, on the ground and in the air. Today he continues to help people by assisting them through the many challenges that can impact the financial health of an individual. When not assisting clients you can find Jim on the mats of his local Jiu Jitsu gym or rock climbing crag.
Kelly Van Wyhe, CFP®
Financial Advisor
Kelly Van Wyhe is a fee-only fiduciary CERTIFIED FINANCIAL PLANNER™ offering comprehensive financial planning and investment management locally in the South Puget Sound area and remotely throughout the U.S. As an independent fee-only advisor, she is able to focus on her client’s goals rather than selling products and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Merrill
Financial Advisor
Matt is a long-time investor who started off in real estate and rental properties. He is also a licensed realtor in Texas focused primarily on helping Military families.
Jen Gastrock, CFP®
Financial Advisor
Dedicated to helping clients secure the future they’ve been dreaming about. Jen will help you put a plan on paper and work with you to implement solutions that help you reduce debt, build wealth, and bring you peace of mind. With a background in engineering, teaching, certified financial planning she has the skills to help you achieve your financial goals.
Jayson Owens, CFP®
Partner, Financial Advisor
Jayson isn’t currently accepting new clients.
“For me Comprehensive Wealth Management is about creating the time and resources to live the life you’ve dreamed. I love this job because I get to make a difference in the lives of others every day. There’s no better reward than watching someone’s problems dissipate and dreams come true, then feeling their appreciation for the small role I’ve played in that.”
Brian Pinkston, CFA, CFP®
Founder, Financial Advisor
Our fearless leader, Brian comes to us from a 20+ year history in financial services. He’s seen behind the curtain and uses that knowledge to make sure we all “keep it simple” and “focus on what we can control.”
Brian’s Blog
Local, Community-Minded Advisors
We believe that as leaders in the community, we have an obligation to make a difference in our local communities and the communities of our clients. Both as a firm and individually, we support organizations in our community with our expertise, our time, and our money.
“Have fun and don’t be an ass.”
(our unoffical motto)
Most of our industry is dedicated to selling products. Instead of focusing on sales goals, we believe we can do well by doing what’s good for our clients, and having a ton of fun with them along the way.