facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

We place a high value on our team-based approach and family focused structure to making an impact on the world.

Get To Know Your WealthBuilders Investments Team

The ever-growing team at WealthBuilders Investments consists of men and women with decades of experience in the financial services industry whose focus is to help you succeed financially and make a positive kingdom impact on the world.

If you are a financial advisor professional who desires to incorporate Biblical ethics with an emphasis on impact investing into your practice, please contact us to learn more about the services we provide to independent financial advisors.

Two siblings laying in the grass.


Chad Frantzen, CFP® Photo Chad Frantzen, CFP® Hover Photo
Read Bio

CEO and Co-Founder

Chad Frantzen, CFP

Chad Frantzen

Chad Frantzen, CFP®

CEO and Co-Founder

P: (815) 579-97717788
E: mail@mail.com


Chad Frantzen is the founder and visionary for Authentic Counsel, LLC and WealthBuilders Investments, a registered investment advisory firm. Chad has over 22 years of experience serving families in the financial services industry to help them gain financial freedom and clarity.






Chad Frantzen, CFP® Photo Chad Frantzen, CFP® Hover Photo
Read Bio

Partner

Mr. Billy Epperhart

Chad Frantzen

Mr. Billy Epperhart®

Partner

P: 7r8484
E: jk@mail.com


iojioj






Chad Frantzen, CFP® Photo Chad Frantzen, CFP® Hover Photo
Read Bio

Wealth Adviso

Caleb Barnard

Chad Frantzen

Caleb Barnard ®

Wealth Adviso

P: : (888) 915-3130
E: caleb@wealthbuildersforum.com


Caleb was born and raised in South Texas and found his way to Colorado when he attended Colorado Christian University in Lakewood. There he earned degrees in Accounting and Business Administration while also being awarded a baseball athletic scholarship. More recently Caleb studied for 3 years at Charis Bible College and graduated from the Charis Business School. Combining his passions for helping others succeed in life and integrating principles of the Kingdom of God into everyday practices, made the decision to join WealthBuilders Investments (WBI). Caleb holds his Series 65 and life insurance industry licenses. He excels at client service and ongoing communication with families who work with WBI. Before joining WealthBuilders Investments, Caleb had established himself as a critical financial troubleshooter working for Scott Brown Properties in Denton, Texas, a one-stop-shop real estate firm whose expertise covers the full spectrum from residential sales, leasing and management, to commercial sales, leasing and management, to syndications, property maintenance, and commercial construction. Caleb is a 4th generation Texas Real Estate License holder and started investing in real estate when he was just 23 years old when he bought and sold his first house. He also leads the product and content development for Off The Coast Mentoring, the product arm of his family’s real estate business. Caleb enjoys being active outdoors, traveling the world and drinking coffee! He and his wife Rebekah live in Colorado Springs, Colorado.






Chad Frantzen, CFP® Photo Chad Frantzen, CFP® Hover Photo
Read Bio

Wealth Advisor

Joe Murdock

Chad Frantzen

Joe Murdock®

Wealth Advisor

P: 8698505
E: Murdock@mail.com


Joe Murdock, a Cincinnati native, brings a fresh perspective to the world of wealth management as a dedicated Wealth Advisor at WealthBuilders Investments, with a Bachelor of Arts in Finance from the University of Cincinnati and a year's tenure in the investment industry. Joseph has swiftly aligned his academic foundation with practical expertise to assist clients in navigating their financial journeys. Though he is at the early stages of his professional path, Joseph's dedication to his clients' financial well-being is unwavering. His Eagle Scout designation is a testament to his commitment to leadership, community service, and personal development, values that he carries into his advisory role. Joe hold his professional Series 65 and life insurance licenses. When he's not serving client at WealthBuilders Investments, Joe can be found immersing himself in the great outdoors. An avid outdoorsman, his adventures span from hiking to camping, climbing to fishing, and snowboarding. These activities not only satisfy his adventurous spirit but also instill in him the resilience and resourcefulness he applies to his work. Joseph's connection to nature, commitment to excellence, and community involvement are integral to who he is—both as a Wealth Advisor and as an individual. He is eager to bring these qualities to WealthBuilders Investments supporting clients to achieve their financial goals and fostering a legacy of trust and success.






Chad Frantzen, CFP® Photo Chad Frantzen, CFP® Hover Photo
Read Bio

Partner

Mr. Billy Epperhart

Chad Frantzen

Mr. Billy Epperhart®

Partner

P: 86948595
E: maiil@Billy.com


In 2021, Billy formed a strategic partnership with Chad Frantzen, founder of Authentic Wealth, to create WealthBuilders Investments, a boutique full service investment advisory firm in response to the growing need of everyday investors who wanted to apply Biblical ethics to their finances and create a global impact with their resources. A little more about Mr. Epperhart: I am a serial entrepreneur who has started seven businesses and owned two different franchises. However, my favorite way to build wealth is through real estate investing. Over the years, I have owned several investment properties across five different states. I have failed a lot, but I just happened to have succeeded a little more!In companies, nonprofits, writing, and products, my mission is to help people make sense of making money for making a difference. Some of my favorite topics to teach on are entrepreneurship, leadership, real estate investing, personal development, and social impact investing. When I’m not working at WealthBuilders, you can find me at Charis Business School where I am the CEO and a regular teacher. The best part of my life isn’t anything I previously mentioned. It’s my family! I have been married to my lovely wife Becky for 48 years. We have two children, Brooke and Brant, one daughter-in-law, Abi, and four grandsons, Brayden, Nolan, Camden, and Owen. Whenever I have free time I enjoy spending time with them and fly fishing! “Your dream has to be big enough to encompass everything that God wants you to do. It has to be big enough to feed your anticipation and pull you out of ruts.” – Billy Epperhart






Chad Frantzen, CFP® Photo Chad Frantzen, CFP® Hover Photo
Read Bio

Operations Manager

Bonnie Noble

Chad Frantzen

Bonnie Noble®

Operations Manager

P: 87595494
E: mil@mail.com


With over 14 years of experience in the financial industry, Josh is a seasoned financial advisor dedicated to providing comprehensive wealth management, investment management, and financial planning services. His expertise lies in helping clients achieve their financial goals through personalized strategies tailored to their unique needs. Specifically, he enjoys legacy planning and generational impact investing. Investing with a focus on making a generational impact is akin to planting seeds whose shade will be enjoyed not only by ourselves but also by those who come after us. It embodies a profound understanding that the legacy we leave transcends mere accumulation of wealth; it lies in the enduring imprint we leave on the world. This philosophy is rooted in the belief that wealth is not merely a measure of financial abundance but a conduit for positive change, a force that can shape the trajectory of future generations. It emphasizes the importance of stewardship and foresight, recognizing that the decisions we make today shapes the landscape to come. Beyond the office, Josh finds solace in the great outdoors. Whether casting a line while fly fishing, carving through fresh powder on the slopes, or embracing the latest in technological innovations, his enthusiasm for life extends far beyond the realm of finance.