About Farnam Financial

Meet the Team

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.

Ryan Chivington | Prospective Client Advocate

Ryan’s mission at Farnam is advocating for prospective clients. He delivers on that mission by sharing valuable educational content that you can use even if we don’t end up working together.

If we’re a great fit, Ryan will help you through the initial onboarding process. And if we’re not a great fit, he’ll gladly share the names of other fee-only fiduciary firms who might be!

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.

Melinda Agosta | Associate Wealth Advisor

As a former Clinical Lab Scientist, Melinda led a hospital lab in her home state of Oregon, overseeing operations and compliance. Despite her accomplishments in healthcare over 11 years, Melinda always had a deep passion for finance and investing and in 2024, made the career transition into financial services.

Today, she is actively pursuing her Certified Financial Planner designation and leveraging her analytical skills and problem-solving expertise to help Farnam clients navigate their financial futures with confidence.

Outside of work, Melinda enjoys gardening, fishing, and spending quality time with her wonderful husband, Martin, and son, Gunnar.