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.
Jonathan Frazier
Investment Advisor Representative
Jonathan’s path in financial services began in 2001, and from the start his work has been rooted in one guiding principle: protect the client by doing things the right way. He started as an advertising and marketing compliance reviewer at a large insurance-affiliated broker-dealer and went on to serve in senior compliance leadership roles across major firms and RIAs.
Over the years, Jonathan has led customer complaint oversight, regulatory testing, surveillance, branch office examinations, and compliance technology. Most recently, he directed these functions for an organization with more than 11,000 registered representatives and over 6,000 branch offices.
What makes Jonathan’s background so valuable in a client relationship is simple: his compliance expertise creates confidence. Clients experience clear communication, thoughtful guidance, and a planning process built on transparency, consistency, and fiduciary care.
He holds Series 6, 7, 24, 26, 63, 65, and SIE registrations.
Jonathan and his wife, Tabatha, have been married for 26 years. They live in a small Georgia town, are proud parents and grandparents, and enjoy the outdoors—especially hunting, fishing, and golf.
We can’t wait to meet you!
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