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Tina W

CFP®, Series 65

Colorado Springs, CO

One Brick Planning & Consulting, LLC

Tina Watson is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is a senior partner at Watson CPA Group, where she manages business and accounting operations, and has been with the firm since 2007. Since 2018, she has also served as an advisor at One Brick Planning & Consulting, LLC. One Brick Planning & Consulting provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes passive core portfolios built with index mutual funds and ETFs, integrates tax planning into its services, and maintains a close operational relationship with accounting and tax services through its partner's CPA firm role.

Passive / index investing Factor investing / smart beta Business ownership considerations Founder/Business Owner
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Aaron C

Series 63, Series 65

Greenwood Village, CO

One Brick Planning & Consulting, LLC

Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.

Passive / index investing Factor investing / smart beta Business ownership considerations Founder/Business Owner
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