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California (0M09495)
Colorado
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Sari’s favorite thing in life is her family. Her wonderful husband, Jon, and two sons, Caden and Chance,
are her world. The four of them also tend to be the centerpiece of their extended family and host many
events throughout the year usually centered around holidays (which they LOVE) and sporting events
(which they might love more). Being surrounded by parents, grandparents, siblings, nieces, nephews and
friends makes her heart full.
Sari spent most of her youth playing every sport she could. Basketball got more of her focus than
anything else, but she loved all sports and competitive outlets. Now she spends much of her limited free
time watching sports, but still loves to compete every chance she gets. Watching her boys play sports is
by far her favorite. Other teams she really enjoys watching include the OKC Thunder, KC Chiefs, LA
Dodgers and KC Royals, especially when she gets to attend the events live.
At Tapestry, Sari is responsible for all things supporting and helpful. Her goal is to help her advisors stay
on top of all the intricacies of this ever-changing industry. She is also responsible for the timely opening
of accounts and maintenance as clients’ lives and details are ever-changing as well.
Brent’s passion has always been his work, unless it was schoolwork then it was always a
struggle. ADHD and Dyslexia does not make a great combination when it comes to most
careers involving tests or reading in general. However, Brent did graduate with a degree in
Small Business Management and went on to work several small jobs until becoming General
Manager of a company that created executive gifts for the financial industry.
Laid off at the start of the pandemic, he found a new passion in finance that also incorporated
his love for hard work. Brent says there will always be more to learn, and a person can never
know enough, which makes the financial industry so intriguing.
Brent enjoys giving back in many ways. Not only would he drop everything to help you tow
your car or research the problem you can’t seem to solve, his tireless work ethic serves his
clients in a way that is unmatched.
His creativity would not be described as “artsy” or “crafty”. It’s more of a measure of how
original, innovative, logical, and analytical his thinking is. For example: after years of working
with glass products in the manufacturing world, his favorite color is “Clear”. Out-of-the-box
much?
He enjoys the balance between the new and the old and appreciates originality. Brent is
constantly saying there is no need to reinvent the wheel, instead let’s think outside the box to
reshape that wheel to work better for us.
Brent is motivated, ambitious, and would much rather be behind the wheel than in the
passenger seat. He expects a lot from himself and accepts the depth of responsibility that
comes with caring after his clients and their financial goals.
Bradley has known that he wanted to work in the personal finance industry since high school. He went
to Kansas State University where he received his degree in Personal Financial Planning, then he
immediately got into this line of work. He is a huge family man. He grew up in a military family where
one of the only constants in life was having your family with you as you move from place to place. He
believes that family should always come first. In his free time, he loves to cook and to enjoy movies with
his family. He is a huge movie buff. He loves to entertain and is always having others over for dinner. At
Tapestry it is Bradley’s job to work with the planners and do a lot of behind the scenes work with the
plans themselves.
The mix of the right ingredients can become a masterpiece, even if the ingredients themselves seem a bit of out place on their own. In a way that sums up a lot of Caleb’s story and the foundation of Tapestry. His passion is to meet people where they are on their financial journey, wherever it may be, and help them translate scattered problems into an inspired masterpiece that they can be proud of.
From his roots in a family farm, starting a remodeling business, an undergrad degree from Kansas State University in Sports Broadcasting, and a Masters Degree in Sports Management from Wichita State University, Caleb’s journey has evolved into where it is today. Add in a wife (Jami) and two kids (Jackson and Olivia), Caleb has flourished in his passion of helping others understand their financial journey whether as a business owner, a professional, or a family.
Holding the designation of Certified Family Business Specialist, Caleb can better understand the dynamics that happen first in business and then adding on the layer of family and generational wealth. He loves seeing hardworking families be able to pass on, not just their wealth, but the core values that are behind that wealth. Along with making sure that the IRS is not their favorite charity!
Doing all this in between his weekends of smoking meats and cheering on the Philadelphia Eagles is all the makings of Caleb’s masterpiece.
While Cooper may not seem as in touch with his emotions on the surface, the Olympic Games and the “triumphs of human achievement” that accompany the events bring him to tears more often than chopping onions (FYI-he chops onions less than once every 4 years).
Always game to grab a meal or a cup of coffee with his clients, Cooper would prefer every meal be served at Cracker Barrel (where he celebrated his 29th birthday) and every plate be covered with French Toast. He claims, “The true quality of a breakfast location is measured in French Toast. You don’t know what you’re getting otherwise.”
His palate may be closer to the preferences of his three children than his wife’s, but the balance of his curiosity for new things and likeness towards beige meal plans has complemented how Cooper is able to guide his clients through the ups and downs of planning for their financial future.
There’s not one person that Cooper doesn’t find fascinating. Whether it’s how they think about money, what hobbies they have, or what wakes them up every day—it all adds to the framework of how he introduces financial strategies so his clients can affect the world for change.
The Olympics may be a sporting event that brings out all Coop’s feels, but he maintains that Rodeos are the most entertaining sporting events in the world. If he could do it all again, a rodeo clown would have been the chosen profession. But for now he plans to keep finances entertaining to everyone he meets.