I feel fortunate to play a role in helping my clients improve their financial trajectories, and I strive to do so in the most efficient, strategic manner possible. Through an evidence-based approach, I work one-on-one with you to enhance your understanding of personal finances and investing. We’ll explore historically proven theories that increase your likelihood of success and further determine the specific strategy that is right for your needs.

My “why” for being an advisor is based on my passion for wellness as a whole, from financial health to physical wellbeing. As your partner, I aim to find the solution which will provide the greatest benefit to your life. And if my team and I don’t know the answer, we work hard to connect you with the right people and resources in an unbiased manner.

I have spent over 18 years in the financial planning field after graduating from Indiana University with a degree in public finance.

In my free time, I enjoy spending time with my wife and our two girls.  My other passion is functional fitness, so when I'm not learning about financial theory or behavioral finance you can find me diving into the fitness industry.

My name is Linnea Visbal and I am the administrative assistant to Krisna Patel. I graduated from the University of Colorado, Boulder in 2021 with a degree in political science. Although I do not have a finance background, graduating without any job prospects or knowledge of finance provoked my interest in the financial planning industry. I feel that students and young people are not taught financial independence in our school systems. And, given the increasing cost of living, many young people are unable to get ahead in life due to financial issues and debt. 

I feel honored to work alongside Krisna as his administrative assistant. He has expanded my intellect and knowledge on all aspects of the economy, how to invest, and have financial freedom.

As my long term goal is to pursue a career in law, I hope to incorporate my knowledge of finance to help change the public school system to teach a curriculum that focuses on understanding the US economy, investing and our government’s laws surrounding finance. I believe these two things are connected with each other and knowing how they work can help individuals overcome financial hurdles and manage their money more efficiently. 

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