Small enough to care, large enough to lead.
Our promise is confidence—plain and simple. When clients work with us, they know that they have a real plan and a real partner. We don’t deal in generic advice or one-size-fits-all portfolios. Instead, we craft personalized retirement strategies rooted in each client’s goals, values, and life stage. That kind of precision builds more than financial security—it builds peace of mind. Our clients feel seen, heard, and supported at every turn.
Brigette Engstrom
Founder & CEO
Brigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income strategy, asset preservation, and long-term care strategies, Brigette educates clients on the complexities of retirement, helping to optimize financial well-being and dignity in their later years.
Brigette founded Blue Monarch Financial Services with the objective of helping her clients articulate and achieve their financial goals in and through retirement.
Brigette is also dedicated to mentoring, offering guidance to young professionals and fellow insurance professionals. She volunteers with Junior Achievement, helping to inspire high school students to pursue entrepreneurship.
Living on a working ranch in a small Texas town with her husband, Thomas, Brigette is an avid reader and aspiring gardener. As a proud military wife, she values service and dedication in all aspects of life.
Brian Megenity
Chief Compliance Officer
Brian Megenity started his career in the securities industry in 1993 as a Compliance Examiner for the NASD in the Atlanta District Office. His primary responsibility involved conducting routine examinations of broker/dealers located throughout the Southeast and the Caribbean. Brian reviewed firms’ systems, procedures, and sales practices to ensure compliance with applicable securities laws, rules, and regulations. His job at NASD also involved reviewing underwritings in which firms participated, as well as firms’ net capital positions.
Since leaving the NASD, Brian has served in various roles at different broker/dealers and registered investment advisors, including Chief Compliance Officer, Chief Financial Officer, Anti-Money Laundering Compliance Officer, Financial and Operations Principal, Director of Sales Practices & Advertising, and Director of Surveillance. At one time, Brian was the Chief Compliance Officer for a large insurance-affiliated broker/dealer with more than 6000 registered representatives and over 550 branch offices.
Brian’s areas of expertise include general broker/dealer and investment advisor compliance, FINRA New Membership and Continuing Membership Applications, financial books and records, and anti-money laundering. Brian currently holds the Series 7, 14, 24, 27, 62, 63, 66, 79, and 99 FINRA registrations.
Brian graduated Summa Cum Laude from Georgia State University with a BBA in Finance and went on to attend graduate school at Georgia State University, where he earned an MBA in Finance. Brian is married and lives in the Atlanta area with his wife and five children.
Ashley Phelan
Founder & Vice President
Ashley is a licensed insurance professional. She has over 20 years of experience helping individuals and families understand and work toward their retirement goals and dreams. Her experience in educating her clients allows her to not only guide them through their financial journey, but to also enable them to make better informed decisions.
With Ashley, you can expect reliable education and guidance to help financially prepare you before, during, and after life’s transitions. Ashley understands that your life and financial needs can change over time and can check in frequently to discuss changes in your life and revisit your game plan.
Ashely with her husband and her three children, loves to garden, hike, and do all things outside with her family. She takes an educational approach to financial strategy, helping those who want to build a great plan for the financial future of their family gain greater confidence and knowledge to do so.
Thomas Phelan
Investment Adviser Representative
We can’t wait to meet you!
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