Shorebreak Capital, LLC

Steven Kibbel is a CFP® and ChFC® with eight years of industry experience. He is currently an advisor at Shorebreak Capital, LLC, where he has worked since 2025. His prior experience includes roles at LPL Financial, Beacon Capital Management, Bank of America, and Merrill Lynch. Outside of his advisory work, he is an author through Kibbel Financial Planning. Shorebreak Capital provides personalized financial planning and investment management services to individual investors, trusts, estates, retirement and profit-sharing plans, charitable organizations, and closely held entities. The firm employs a documented, tailored investment process and offers access to institutional credit and real-estate interval funds, with portfolios primarily composed of ETFs and mutual funds alongside other security types.

Bryan Bourgeois is a financial advisor at Shorebreak Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including EDI Investment Advisor Corporation and Blue Pacific Wealth Management. Outside of advising, he is involved in commercial real estate brokerage and participates in medical equipment patenting, design, production, and marketing through Blue Ventures, LLC. Shorebreak Capital provides personalized financial planning and investment management to individual investors, trusts, estates, retirement and profit-sharing plans, charitable organizations, and closely held entities. The firm employs a documented, tailored investment process using various asset classes and offers clients access to institutional credit and real-estate interval funds.