Financial Planner · Chris Brindle
I help millennial sales reps build real wealth on variable income, so they're not starting over the year they decide to leave sales.
Who I work with
Most financial advice is built for stable salaries. It doesn't account for a rep who made $80K one year and $310K the next. I do. I was that person.
You're a full-cycle AE, enterprise rep, or sales leader with strong OTE and a W-2 that doesn't tell the whole story.
Your income is different every month. Big commission quarters, slow ones, draw periods, and clawback clauses -- it never sits still.
You earn more than almost everyone around you, but because it's variable, you can never tell if your money is actually working as hard as you are.
The problem
You're closing deals, hitting quota, and watching your commission deposits land. But at the end of the year, you look at your account balances and wonder where it went. You built your best year's lifestyle. Not your average one.
Nobody around you has dealt with this kind of money before. Your parents didn't. Your friends don't. Your HR rep hands you a 401k brochure and calls it a plan.
That's the gap I fill. A financial planner who has lived the variable income life, understands the psychology of a big quarter, and knows exactly what to do with the money once it lands.
How I can help right now
About Chris
I started my career at a major insurance company straight out of college. I quickly realized the model wasn't what I wanted -- it felt like selling life insurance to everyone I knew, calling it a financial plan. So I left.
I got a job in tech sales. Crushed quota. Made good money. And ran into every problem my clients now face. Variable income. Big commission months followed by dry ones. A W-2 that looked nothing like what I'd actually earned. No one around me had dealt with this kind of money before.
"Doctor money without doctor debt or doctor job security."
I connected with Valor Investments and Planning through my pastor during premarital counseling. Their founders had left the same old-model firms I had -- for the same reasons. It was a natural fit.
Now I run my own book of business the way I always wanted to. Serving the people I used to be. Sales reps who earn strong income, want to build real wealth, and know they may not stay in sales forever.