Our Team

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.

bengstrom@bluemonarchfinancial.com
(469) 933-1125

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.

AshleyP@bluemonarchfinancial.com
(925) 800-8850