Our Team

Small enough to care, large enough to lead.

Brigette Engstrom

Founder & CEO

Brigette Engstrom gained her license in 2000 and is the founding principal of Blue Monarch Financial Services. She is passionate about assisting families through the challenges of the retirement process to ensure dignity and financial preparedness with a comprehensive and compassionate approach. Her firm focuses on helping clients articulate their goals for retirement income, asset preservation, and long-term care, helping to bring them to reality while avoiding bankruptcy and securing wealth for loved ones. Brigette and her team pride themselves on building and maintaining long-lasting relationships with their clients and families.

(469) 933-1125

Ashley Phelan

Founder & Vice President

Ashley has over 20 years of experience helping individuals and families understand and achieve their retirement goals and dreams. Her training and extensive experience with educating her clients allow her to not only guide her clients through their financial journey, but to also enable them to make better informed decisions independently. With Ashley, you can expect reliable education and guidance to help ensure you are financially prepared before, during, and after life’s transitions. Because we understand that your life and the financial market can change over time, we can check in frequently to discuss changes in your life and revisit your financial approach. Ashely lives in California 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, ensuring that all who want to build a great plan for the financial future of their family have the tools and knowledge to do so.

(925) 800-8850

We can’t wait to meet you!

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