We place a high value on our team-based approach and family focused structure to making an impact on the world.

Get To Know Your WealthBuilders Investments Team

The ever-growing team at WealthBuilders Investments consists of men and women with decades of experience in the financial services industry whose focus is to help you succeed financially and make a positive kingdom impact on the world.

If you are a financial advisor professional who desires to incorporate Biblical ethics with an emphasis on impact investing into your practice, please contact us to learn more about the services we provide to independent financial advisors.

Two siblings laying in the grass.

Chad Frantzen, CFP®

CEO and Founder

Chad Frantzen, CFP^®

CEO and Co-Founder

P: (972) 719-2557
F: (888) 915-3130
E: chad@wealthbuilders.net

Chad Frantzen is the founder and visionary for Authentic Counsel, LLC and WealthBuilders Investments, a registered investment advisory firm. Chad has over 22 years of experience serving families in the financial services industry to help them gain financial freedom and clarity.

Chad grew up in East Texas and holds a business degree from Texas A&M University where he also played football as a linebacker and 12th Man. He holds a Masters of Divinity from Global Awakening Theological Seminary. Professionally, Chad is registered as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and specializes in advanced wealth management planning. Chad enjoys bridging the gap between biblical principles of finance and leadership with the wise stewardship of financial resources. Serving in the role of a financial coach and encourager to others brings Chad great satisfaction.

Chad enjoys time with family, sports, traveling, hunting and fishing, Aggie football and the great outdoors of Colorado. He loves to read and encourage others in their Christian faith and exploring new adventures with God. Creating a kingdom legacy impact is a priority in work and relationships. Chad and his wife, Kelli, are proud parents of two amazing world changers-- Tyler and Hannah.

Chad is a registered representative with Cabin Securities, Inc. Member FINRA/SIPC. For more information, visit: FINRA BrokerCheck

Billy Epperhart

Partner

Mr. Billy Epperhart

Partner

In 2021, Billy formed a strategic partnership with Chad Frantzen, founder of Authentic Wealth, to create WealthBuilders Investments, a boutique full service investment advisory firm in response to the growing need of everyday investors who wanted to apply Biblical ethics to their finances and create a global impact with their resources.

A little more about Mr. Epperhart:

I am a serial entrepreneur who has started seven businesses and owned two different franchises. However, my favorite way to build wealth is through real estate investing. Over the years, I have owned several investment properties across five different states. I have failed a lot, but I just happened to have succeeded a little more!In companies, nonprofits, writing, and products, my mission is to help people make sense of making money for making a difference. Some of my favorite topics to teach on are entrepreneurship, leadership, real estate investing, personal development, and social impact investing. When I’m not working at WealthBuilders, you can find me at Charis Business School where I am the CEO and a regular teacher.

The best part of my life isn’t anything I previously mentioned. It’s my family! I have been married to my lovely wife Becky for 48 years. We have two children, Brooke and Brant, one daughter-in-law, Abi, and four grandsons, Brayden, Nolan, Camden, and Owen. Whenever I have free time I enjoy spending time with them and fly fishing!

“Your dream has to be big enough to encompass everything that God wants you to do. It has to be big enough to feed your anticipation and pull you out of ruts.” – Billy Epperhart

Karen Brinkley

Director of Client Services

Karen Brinkley

Director of Client Services

P: (972) 719-2557
F: (888) 915-3130
E: karen@wealthbuilders.net

Karen Adams Brinkley handles all the day-to-day operations of the office including client service and communication, as well as administrative operations. She is an advocate for our clients to help answer their needs.

With over 30 years of experience in the financial industry, Karen has worked as a former bond trader with a national brokerage firm and an equity trader with a Texas-based money management firm. She also has experience as an executive assistant to the Executive Vice President of that same firm.

Ms. Brinkley also has an interesting hobby. She is a licensed pilot and owns a Vietnam era plane that she flies with the Commemorative Air Force. She spends most of her time out of the office working on her plane. Yes, Ms. Brinkley does most of her own mechanical work. You can usually see Karen Adams Brinkley and her plane at any of the local air shows around Texas and other surrounding states.

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Caleb Barnard

Wealth Advisor

Caleb Barnard

Wealth Advisor

P: (972) 719-2557
F: (888) 915-3130
E: caleb@wealthbuilders.net

Caleb was born and raised in South Texas and found his way to Colorado when he attended Colorado Christian University in Lakewood. There he earned degrees in Accounting and Business Administration while also being awarded a baseball athletic scholarship. More recently Caleb studied for 3 years at Charis Bible College and graduated from the Charis Business School. Combining his passions for helping others succeed in life and integrating principles of the Kingdom of God into everyday practices, made the decision to join WealthBuilders Investments (WBI). Caleb holds his Series 65 and life insurance industry licenses. He excels at client service and ongoing communication with families who work with WBI.

Before joining WealthBuilders Investments, Caleb had established himself as a critical financial troubleshooter working for Scott Brown Properties in Denton, Texas, a one-stop-shop real estate firm whose expertise covers the full spectrum from residential sales, leasing and management, to commercial sales, leasing and management, to syndications, property maintenance, and commercial construction. Caleb is a 4th generation Texas Real Estate License holder and started investing in real estate when he was just 23 years old when he bought and sold his first house. He also leads the product and content development for Off The Coast Mentoring, the product arm of his family’s real estate business.

Caleb enjoys being active outdoors, traveling the world and drinking coffee! He and his wife Rebekah live in Colorado Springs, Colorado.

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Josh Magnus, MBA

Wealth Advisor

With over 14 years of experience in the financial industry, Josh is a seasoned financial advisor dedicated to providing comprehensive wealth management, investment management, and financial planning services. His expertise lies in helping clients achieve their financial goals through personalized strategies tailored to their unique needs. Specifically, he enjoys legacy planning and generational impact investing.

Investing with a focus on making a generational impact is akin to planting seeds whose shade will be enjoyed not only by ourselves but also by those who come after us. It embodies a profound understanding that the legacy we leave transcends mere accumulation of wealth; it lies in the enduring imprint we leave on the world.

This philosophy is rooted in the belief that wealth is not merely a measure of financial abundance but a conduit for positive change, a force that can shape the trajectory of future generations. It emphasizes the importance of stewardship and foresight, recognizing that the decisions we make today shapes the landscape to come.

Beyond the office, Josh finds solace in the great outdoors. Whether casting a line while fly fishing, carving through fresh powder on the slopes, or embracing the latest in technological innovations, his enthusiasm for life extends far beyond the realm of finance.

Josh grew up in Colorado, earned his Bachelor of Science at Colorado State University in Fort Collins, earned his Master of Business Administration from Regis University while working at Wells Fargo Advisors, and currently lives in Roxborough, Colorado. Married to his wife Teresa, and a proud father to three energetic boys aged 11, 5, and 3 (and one Whippet/Shepherd mix – Penny), he understands the importance of balancing professional success with personal fulfillment.

Bonnie Noble

Operations Manager

Joe Murdock

Wealth Advisor

Joe Murdock, a Cincinnati native, brings a fresh perspective to the world of wealth management as a dedicated Wealth Advisor at WealthBuilders Investments, with a Bachelor of Arts in Finance from the University of Cincinnati and a year's tenure in the investment industry. Joseph has swiftly aligned his academic foundation with practical expertise to assist clients in navigating their financial journeys.

Though he is at the early stages of his professional path, Joseph's dedication to his clients' financial well-being is unwavering. His Eagle Scout designation is a testament to his commitment to leadership, community service, and personal development, values that he carries into his advisory role. Joe hold his professional Series 65 and life insurance licenses.

When he's not serving client at WealthBuilders Investments, Joe can be found immersing himself in the great outdoors. An avid outdoorsman, his adventures span from hiking to camping, climbing to fishing, and snowboarding. These activities not only satisfy his adventurous spirit but also instill in him the resilience and resourcefulness he applies to his work.

Joseph's connection to nature, commitment to excellence, and community involvement are integral to who he is—both as a Wealth Advisor and as an individual. He is eager to bring these qualities to WealthBuilders Investments supporting clients to achieve their financial goals and fostering a legacy of trust and success.

Joe Salcedo

Advisor and Portfolio Manager

Joe Salcedo

Advisor and Portfolio Manager

P: (805) 766-4334
E: joe@wealthbuilders.net

Joe is an Investment Advisor Representative, has extensive experience managing investment portfolios for individuals, corporations, endowments and trusts.

During his 25 years in the investment world, gaining experience through many market cycles and the evolution of the financial markets, Joe is able to deliver independent investment advice to his clients in order to meet their investment goals.

Born and raised in Santa Barbara, Joe graduated from Bishop Diego High School and UC - Santa Barbara. Today, he is married and has 3 children.

Joe has volunteered and held leadership positions with many organizations in the community, including the Chamber of Commerce, Red Cross, United Cerebral Palsy, SB YFL and Bishop Diego High School.