About Farnam Financial

Meet the Team

Greg Bradstreet | CFA, CFP^®, CPWA^®, CWS^®

Wealth Advisor

Greg graduated from Arizona State University with a bachelor’s degree in interdisciplinary studies, emphasizing Business and Economics. He is currently pursuing a master’s degree in Personal Financial Planning at Kansas State University, focusing on Advanced Financial Planning and Financial Therapy. Greg brings extensive work experience in the wealth management industry. In his most recent role as a Senior Wealth Advisor, he skillfully managed approximately $425 million for 180 high-net-worth families. With seventeen years of financial services experience, including twelve years as an advisor, Greg holds several professional designations, including Chartered Financial Analyst, Certified Financial Planner, Certified Private Wealth Advisor, and Certified Wealth Strategist.

When working with clients, Greg believes financial wellness plays a crucial role in enhancing overall wellbeing. He not only constructs portfolios tailored to their unique values and goals but helps improve financial empowerment through education, attentive listening and understanding, and thoughtful guidance.

Outside of work Greg enjoys playing golf, reading, and spending time with his supportive wife, Lacy, and their two wonderful children, Kennedy and Chase.

Colton Hendrix

Wealth Advisor

Colton graduated from the University of North Carolina at Charlotte with a bachelor’s degree in business administration, with a concentration in Finance. Colton’s experience in financial services began in 2019 where he specialized in insurance. Most recently, he served as an investment advisor providing financial planning and portfolio advice to over 180 affluent families representing over $150 million in client assets.

A native of Savannah Georgia, Colton enjoys the outdoors including golfing, fishing, and hunting. He also enjoys spending time with his wife Lindsey, their son Miller, and daughter Leighton. They reside in Tampa, Florida.

Jonathan D. Bird | CFP^®, CWS^®

Founder

Jonathan was born in Phoenix and graduated from Creighton University. Prior to founding Farnam, he managed over $250 million in client assets for 205 high-net-worth families. With ten years of wealth advisory experience, he holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. He is the author of the Amazon #1 Best-selling book, Income on Demand – Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping.

Outside of work Jonathan enjoys running a Junto group inspired by Benjamin Franklin’s autobiography. He also enjoys reading, rucking, and spending time with his lovely wife Victoria.