Our team

Professional, friendly, and independent on your behalf.

• Troy Collins

  RFC/CSA, President

  After completing his bachelor's degree in communications and business at Caroll College, Troy's career in Financial Planning began in 1992 with IDS Financial Services, which later became American Express Financial Advisors. Within his first year, Troy ranked among the top 20% of Advisors based on high levels of service, advice and expertise. He resigned in 1996 when he realized that in order to provide better products and services to clients he needed to start his own independent financial planning company. Troy's expertise is in real estate strategies and small business financial planning, with emphasis in long term tax savings strategies and tax-advantaged investing. As an investor in Real Estate, Troy understands in depth the issues surrounding financing, cash flow, and the tax issues of real estate investors.
  Troy is a registered representative through First Allied Securities, Inc (FASI). He holds Series 7 and 63 securities licenses as well as life, accident and health licenses in many states. He is also affiliated with First Allied Advisory Services, Inc. In addition to these affiliations, Troy is also a member of the IARFC as a Registered Financial Consultant, and most of all, Troy is a proud husband and father.

• Karl. W. Steinbrecher, CFA

  Financial Advisor

  Karl W. Steinbrecher, CFA, has been in the financial industry since 1986. Originally employed as a programmer for Weston Financial Group in Wellesley, MA he saw first hand the need for discipline, planning, and investments as he programmed financial planning applications. A cum laude graduate of Boston University in Finance, Karl continued his career at Weston Financial Group as an investment analyst in 1990 where he created methodical, disciplined approaches to investing for high net worth clients and small business owners. In 1999, Karl brought his disciplined strategies to the to the field of professional stock trading. As a trader, Karl found time to meet his wife, purchase a home in Foster City, and became the proud father of two wonderful children. In 2006, Karl returned to service the financial needs of the general community. In 2007, Karl joined McKinley Financial Group, a leader in advanced planning strategies for high net worth clients and small business owners, in order to continue offering and creating methodical, disciplined approaches to investing and planning. Karl is a Registered Representative offering securities through First Allied Securities, Inc. He holds the Series 7 and Series 66 securities licenses as a well as life, health and Partnership for Long Term Care licenses in California, CA Insurance License# 0F37292. He is also an Investment Advisor with First Allied Advisory Services, Inc. and holds the CFA designation.