PRESIDENT & CEO | WEALTH ADVISOR

Brad has over two decades of experience in the financial services industry. Before joining SYV Wealth Advisors, Brad was a Divisional Vice President at AIG, Prudential, and John Hancock where he worked with and coached financial advisors on retirement issues and retirement income planning. Brad has his Chartered Retirement Planning Counselor™ (CRPC®) Designation conferred by College for Financial Planning. The CRPC® helps financial advisors by guiding them through specialized tax and estate objectives and strategies for a retiree and presents the financial and emotional aspects of financial planning that are unique to the retirement process. Brad served as a company spokesperson presenting countless times on retirement issues, Social Security planning, and income distribution.

Brad and his wife Christine have roots in the Santa Ynez Valley and were motivated to create a better life for their family. They are blessed to have two beautiful kids, Brodie (16) and Aubrey (13) and dog, Rocco. They enjoy live music of any kind, traveling with their extended family and friends, and taking advantage of our gorgeous surroundings. You will most likely see them watching Brodie play basketball and Aubrey ride horses and dance. They are enjoying the community and look forward to serving and giving back whenever possible.

PARTNER | WEALTH ADVISOR

Kelsey has over 15 years of dedicated experience in private wealth advisement, including ten years with LPL and, before that, an early career foundation built at Waddell & Reed and Wells Fargo Finet. In 2025, Kelsey joined SYV Wealth, further strengthening the collective expertise and resources SYV Wealth brings to its clients. Kelsey maintains strong client relationships and trust, delivering tailored strategies to achieve the individual goals he establishes together with the charitable foundations, commercial enterprises, large-scale agriculture operations and private families he serves.

Originally from the ranch lands of northern Nevada, Kelsey has called the Santa Ynez Valley home for nearly 15 years. Here, he and his family are deeply engaged with the community through service on various boards and through the family’s passion for supporting active duty military and veterans locally and with War Horses for Veterans in Kansas City. Kelsey and his wife, Jessie — a marketing executive and fifth generation Solvang native — have twins, Brand and Landry, and can be found from the roping arena to the sports fields and golf course, cheering on the kids’ pursuits.

PARTNER | WEALTH ADVISOR

Originally from Santa Ynez, Javier has forged strong community ties that have only deepened over time. His academic journey took him to Purdue University, where he earned a Bachelor of Science in Financial Counseling and Planning. This solid educational foundation, combined with a lifelong passion for investing and the markets, has equipped Javier with a unique skill set and perspective.

Javier brings a breadth of knowledge and expertise in key areas such as retirement planning, estate planning, and investment management. His client-centered approach ensures that each individual's financial goals are met with precision and care.

Family-oriented and community-focused, Javier cherishes the bonds of family and neighbors alike. He ands his wife, Kayla, share infant daughter Layla. When he's not working for his clients, you'll find him enjoying time with his family and passions that include basketball, golfing, and dogs Moose & Bella.

FOUNDER | WEALTH ADVISOR

As founding principal of SYV Wealth Advisors, Bruce is credited with helping clients simplify the financial planning process. Bruce’s loyal clients include everyday hardworking individuals, small business owners, foundations and non profits, as well as families looking to expand and preserve their nest egg.

Bruce’s impact on our community has been far-reaching, including his service as past President of the Santa Ynez Valley Union High School Board, member and past Chairman of the Santa Ynez Valley Youth Coalition, past Chairman of the Cachuma District Boy Scouts of America, past Chairman of the Santa Barbara County Chapter of the Red Cross, Vice Commander of the Santa Ynez Valley Post, and American Legion and Past President of the Solvang Club Rotary International. After graduating from U.S. Military Academy, West Point and earning two Master of Science degrees from Stanford University, Bruce proudly served 25 years in the United States Army, retiring as Colonel in 2001. He then spent over 15 years at Edward Jones before founding SYV Wealth Advisors in 2017 to better serve his client base with deeper relationships and expanded investment offerings. Bruce is a Certified Financial Planner (CFP).

DIRECTOR OF OPERATION & CLIENT EXPERIENCE

Molly is often the first voice you’ll encounter when calling into our office, or the friendly face you’ll see when you walk in the door. With a background in customer service and management, Molly embarked on a career in the financial services industry over 20 years ago and has been a vital member of our team since 2013. She prides herself on promoting prompt follow-up to client questions, precise attention to detail and exceptional client service.

Outside of her life at SYV Wealth Advisors, Molly is passionate about food and cooking and does occasional baked good “pop-ups” on the weekends for fun. When not in the kitchen, you may find her at a vintage car show or out and about enjoying all the food, wine and beauty her beloved Santa Ynez Valley has to offer.