Mustard Seed Financial

Matthew Koehler is a financial advisor at Mustard Seed Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Burks Wealth Management since 2013. In addition to his advisory role, Koehler is involved in insurance sales. Mustard Seed Financial provides financial planning, consulting, estate planning, and portfolio management services to a diverse client base, including individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm employs proprietary, globally diversified allocation models with a tactical overlay and integrates a range of investment vehicles, including illiquid and alternative instruments, to align with client objectives.

Bryce Valles is a financial advisor at Mustard Seed Financial with a Series 65 designation and one year of industry experience. Before joining Mustard Seed Financial, he held positions at T-Mobile and The Grove Hotel and was a full-time student for several years. Mustard Seed Financial is a state-registered investment adviser that provides financial planning, consulting, estate planning, and ongoing portfolio management to individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm uses proprietary globally diversified allocation models with a tactical overlay and incorporates a range of investment vehicles, including illiquid and alternative instruments, tailored to client objectives.

Dylan Burks is a financial advisor at Mustard Seed Financial in Meridian, ID. He holds a Series 65 designation and has a background working with the Department of Defense (Army) since 2016. Prior to that, he was a student from 2014 to 2016. Mustard Seed Financial is a state-registered investment adviser that provides financial planning, consulting, estate planning, and portfolio management services to individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm employs proprietary, globally diversified allocation models combining passive and active investment strategies, including alternative instruments such as private placements and opportunity zone investments.

Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.