Celina, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Expand Financial Group, LLC
Team
Firm-wide stats for Expand Financial Group, LLC
About
Expand Financial Group provides asset management, comprehensive portfolio management, and standalone financial planning and consulting to individuals, high‑net‑worth clients, charitable organizations and other corporations. The firm also advises on assets held away at other custodians, and manages accounts on either a discretionary or non‑discretionary basis.
Portfolios are built from individual stocks, bonds, ETFs, mutual funds and alternative investments and are continuously monitored and rebalanced; the firm describes using fundamental, technical, quantitative and qualitative analysis in its process. Expand Financial Group discloses use of margin and borrowing in client accounts and pursues both long‑term and shorter‑term trading strategies as part of its asset allocation approach.
Notably for a team of its size, the firm reports relationships with a range of institutional counterparties — including banking and thrift institutions, insurance companies, other investment advisers, government entities and sovereign wealth clients — and maintains multiple offices. Its staff includes licensed insurance agents who receive commissions and an enrolled agent who provides tax services, and the firm discloses prior state regulatory orders related to transacting without proper registration.
Based on Expand Financial Group, LLC
Location
Celina TX
Advisors at this office
3
Advisors at this office
Joel B
Series 65
Celina, TX
Expand Financial Group, LLC
Joel Bennett is a financial advisor at Expand Financial Group, LLC in Celina, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Expand Financial Group in 2020, he worked in education and healthcare sectors, including roles at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group provides asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches to manage portfolios consisting of stocks, bonds, ETFs, mutual funds, and alternative investments, offering both discretionary and non-discretionary account management.
Brian B
Series 65
Celina, TX
Expand Financial Group, LLC
Brian Burman is a financial advisor at Expand Financial Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Strategic Leaders Group, LLC, Excel Leadership Network, and Excel Leadership Coaching, LLC. Outside of financial advising, he is the author of a book and provides leadership development and coaching services through Strategic Leaders Group, LLC. Expand Financial Group offers asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses fundamental, technical, quantitative, and qualitative analysis to build and manage portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments.
David B
Series 63, Series 65
Celina, TX
Expand Financial Group, LLC
David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)