Entruity Wealth is a family owned and operated business. We are proud to offer our clients choice and investment freedom. Our staff brings large firm experience and expertise to help you on your journey to financial freedom.
Kaylee is a Bakersfield native and a 2012 graduate of Liberty High School. She studied Communications at Bakersfield College and Taft College.
Kaylee began her career in the banking industry with Kern Schools Federal Credit Union in 2013. She started as a Member Service Representative before being promoted to a Financial Service Officer. She is excited to join the Entruity Wealth team as their Client Services Specialist. Using her past knowledge, Kaylee will provide assistance to Entruity’s clients with their paperwork and any account questions they may have to ensure each client has the highest-level experience.
Kaylee married her husband, Andrew, in 2017. Together they enjoy traveling and playing with their Sheltie-Pom puppy, Tiffy.
Julie grew up in Silicon Valley. After graduating high school, she began her career as a Dental Assistant. After meeting her future husband, Brad, Julie moved to his hometown of Bakersfield in 1984 where she continued her career in dentistry.
Brad and Julie were married in 1985 and became parents in 1987. Julie shifted her focus from dentistry to raising their family of four children. Now that her children are grown, she is ready to apply her skills within the family business at Entruity Wealth. Julie is also actively involved volunteering with her church and teaching Sunday School.
Laurie is a 2014 graduate of Hillsdale College with a double major. She holds a Bachelor of Arts degree in Economics and French. During her time in school, she studied abroad at L’Institut de Touraine in Tours, France.
After graduating college, Laurie moved to the Phoenix, AZ area before returning to Bakersfield to join the Entruity Wealth team. Excited to be a part of this family venture, Laurie will be utilizing her strong attention to detail and organizational skills to help Entruity Wealth’s clients on a daily basis. From answering client calls, assisting with client portfolios, and carrying out various administrative duties, Laurie will ensure that the Entruity Wealth experience is at the highest level. In her spare time, Laurie enjoys spending time with her family, reading, photography, music, and is an avid coffee drinker.
Andrew is proud to follow in his father’s footsteps having started his career at Morgan Stanley in 2012 as a Client Service Associate. In 2015, he began serving clients as a Financial Advisor and is now proud to serve as President and Chief Investment Officer of Entruity Wealth. Andrew received his Bachelor of Science in Business Administration with a concentration in Finance from California State University, Bakersfield.
Andrew enjoys having a front row seat to the world’s news and using investment products and strategies that take advantage of what is happening around the world. He uses cutting edge resources to help Entruity’s clients define their risk tolerances, build custom investment portfolios and prudently manage them to achieve their goals.
Brad began his career in the financial services industry in 1981 as an Account Executive with EFHutton & Company, and he quickly rose to become one of the firm’s top advisors. He was asked to serve as trustee for the multi-billion-dollar Kern County Employee’s Retirement Association where he served as Chairman of the Board.
Brad’s passion was first ignited in a finance class at the University of Southern California where he went on to earn his Bachelor of Science in Finance in 1980, Certified Financial Planner in 1984, Certified Investment Management Analyst in 1998 and Certified Kingdom Advisor in 2006. The wealth advisory field is the unique intersection of Brad’s gifts and interests. Helping Entruity’s clients best position their assets is a high calling that he covets.