Who we are

At the Flader Wealth Consulting Group, we’re proud to have earned a reputation in the Phoenix community and beyond for being knowledgeable professionals that are passionate about serving clients well and being responsible stewards of the assets entrusted to our care.

We accomplish this by working as a highly collaborative team. Each member has a different background, education and experience from the others; we feel that this diversity in expertise helps us better serve our clients by offering multiple perspectives. So you can rest assured that your entire financial picture is being reviewed and monitored by multiple team members, all deeply committed to helping you reach your financial goals. We invite you to explore the bios below to learn more about our team.

Brian K Flader, CLU®, CRPC®, ChFC®

Associate Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

602-381-5389
602-381-5337

Brian has 22 years of experience and specializes in analyzing current client portfolios and making recommendations to clients seeking to maximize risk-adjusted returns, with a focus on tax minimization strategies. He conducts portfolio reviews with existing clients and is actively involved in investment manager selection. Brian is a Chartered Financial Consultant (ChFC®) and reviews insurance and estate planning needs for clients. Brian is also a Chartered Life Underwriter (CLU®). This designation is earned by insurance specialists with education in risk management and estate planning. He holds the Chartered Retirement Planning Counselor certification, and has attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. 

He holds the Series 7, 63 and 65 securities licenses and is insurance licensed. Brian earned a Bachelor of Arts in business administration from the University of Arizona. He and his wife Kerri have three children and live in Phoenix.

Michael Flader, RICP®

Associate Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

602-381-5390
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602-381-5332

Michael has 20 years of experience and specializes in retirement income planning, cash management, and establishing savings plans for higher education. He also handles performance reporting for client accounts, and as the team’s new client liaison, assists clients with RBC Wealth Management’s online platform and other technology issues.

Michael holds the Retirement Income Certified Professional® (RICP®) designation. The RICP program provides experienced professionals with advanced expertise in retirement income planning. In addition, Michael has also attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. He also holds the Series 7, 63 and 65 securities licenses and is insurance licensed.

He earned a Bachelor of Arts degree in psychology from the University of Arizona. Michael and his wife, Lisa, live in Phoenix and have one child.

Chris Young, CFP®, CRPC®

Associate Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

602-381-5391

Chris has over 17 years of experience in analyzing and making recommendations for individual investment portfolios. He holds the Chartered Retirement Planning Counselor℠ certification, and after completing the required coursework at the College of Financial Planning, he received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Chris specializes in individual portfolio management/construction, financial/retirement projections and tax minimization strategies. Chris has also attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. In addition, he holds the Series 7 and 66 securities licenses and is insurance licensed.

Chris earned a Bachelor of Science in political science from Arizona State University. He and his wife, Kristin, live in Scottsdale and have three children.

Brittney Beard

Senior Registered Client Associate

602-381-5386

Brittney ensures each client receives excellent service on the administrative side of day-to-day account management. She handles new account opening and helps clients find lending solutions when needed. She holds the Series 7 and 63 securities licenses and has more than 16 years of experience assisting clients in the financial services industry. 

Brittney earned a Bachelor of Journalism degree in advertising from the University of Nebraska-Lincoln.

Linda L Caldwell

Senior Client Associate

602-381-5387
602-381-5332

Linda specializes in managed account administration and is very involved with the team’s marketing programs. She also processes check or wire transfer requests and can help clients when they need copies of tax documents or account statements. Linda has over 30 years of experience in the financial services industry, and prior to working at RBC Wealth Management she worked at UBS and was responsible for handling the office’s largest corporate accounts. Linda and her husband, Les, have one child and they live in Gilbert.

Our team

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Wealth Planning Consultant


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Wealth Strategist


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Trust Consultant


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Divisional Annuity Consultant


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Divisional Retirement Plan Consultant


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Insurance Consultant