Tori Ten Hagen
We help you retire with calmness and clarity.
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Brindle & Bay Wealth Management
Tori Ten Hagen
Frisco, TX
Serving Clients Nationwide
We help you retire with calmness and clarity.
Areas of Focus
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Social Security
- Taxes
About Me
Hi, I'm Tori Ten Hagen. I believe that financial planning is far more than only numbers and data. It should be specific to each person and include their values, goals and their overall story.I graduated from the University of North Texas with my bachelor's degree in psychology and, over the course of my career, found my way to financial planning. I have found that new retirees struggle to embrace a happy, healthy mindset regarding life after work. I like to draw from my background in psychology as part of my work in financial planning.
I love my work and am very excited to be a Resident Financial Planner at Brindle & Bay Wealth Management and a candidate for the Certified Financial Planner® certification.
When I'm not working, I enjoy spending time with my husband and two kids, reading a good book, playing tennis, and baking. These activities keep me balanced and energized for my work.
Professional Designations
- Candidate for CFP® certification
Primary Location
5899 Preston Road, STE. 1103 Frisco, TX 75034
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to help us learn more about you. We'll follow up and schedule time for an introductory call to get to know each other. We look forward to speaking with you.Offers Investment Management
Yes
About our Firm
We're a Texas-based independent financial advisory firm serving McKinney, Frisco, Plano, Allen and surrounding areas. We're here to listen to your needs and guide through the financial planning process.We're stuck on the Golden Rule. We create plans as if we were making them for ourselves. Large corporations tend to leave people nameless, but not us. People matter, and providing real value for our clients is our passionate pursuit.
We are people who work with people, not numbers. Your goals are unique, and you deserve someone to understand your details and to be thorough and thoughtful.
Our planning framework includes retirement income, investment, tax efficiency, healthcare considerations & legacy planning. Most of your key risks and opportunities to improve exist within these five areas.
We don’t want to be run of the mill financial advisors. It’s our duty to be proactive about your planning opportunities, risks and blind spots.
Advisors should not merely create a plan, but also promote realizing those goals by helping you stay the course. Goals should be prioritized and kept at the forefront of your progress report updates.
We believe things should be clear & transparent: Investment statements should be easy to read, conflicts of interest should be discussed, and fees should not be veiled.
Your next chapter can be great. We'd welcome the chance to visit with you to see if our service matches your needs.
Education
University of North Texas, Bachelor of Arts (B.A.), Psychology
Hobbies and Interests
- Cooking
- Family
- Reading
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 9, 2023
Wonderful organization, super knowledgeable, so thankful to have them helping to guide us through these tough financial decisions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 1, 2023
Nick & Connie have been wonderful to work with. Nick saved my husband and I over 300K with good investment advice before the markets tanked. Personable and professional. We are in good hands.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 20, 2023
We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors.
Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didn't have an issue as she was on the phone with me helping with questions.
All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 16, 2023
Nick, Connie and Tori are absolutely great! They are friendly and welcoming whether it be in the office, zoom meeting or on the phone. I have not felt uncomfortable about not understanding the financial world. They are very good at talking to you in a level that you can understand.
They have always been available to answer questions honestly.
Would 💯 % recommend to anyone looking for financial advice and investing.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2023
I met Nick and Connie Davis in January 2023 as I was contemplating retirement. After several conversations about my particular situation, I realized Brindle & Bay was a very good match that I felt could help guide our family through this next stage of life. Nick and his team are very thoughtful and responsive and I highly recommend viewing and subscribing to the YouTube videos that Nick periodically posts. I am thankful to have Brindle & Bay as a member of our trusted team of advisors.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2023
I was first introduced to Brindle & Bay when my wife and I went to a seminar they were presenting. Nick and Connie are fantastic people who are truly concerned about their clients financial plans. They give attention to each and every client's needs and future. Nick is exceptionally knowledgeable about the economy and markets and I fully trust his expertise and advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2023
I love working with the folks at Brindle & Bay. I’m a person that is kind of nervous about dealing with money. They are patient and just smart about how they approach me and my retirement planning. I also love how thoughtful they are about how retirement isn’t just about the money. It’s about planning for a different stage of life. Wouldn’t want to do this journey without them!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 9, 2023
Nick,Connie and Tori are great to with. You stay well informed , very detailed with workshops posts and email. We have reviews of financials and money management during the year. I am glad that we are with them. Check them out!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 11, 2023
Excellent Experience. Very detailed and patient.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 9, 2022
I have been impressed with the expertise, professionalism and integrity of this entire team. Since I retired last year, I engaged in an extensive due diligence process to select a wealth management company. I relocated from California and have complete confidence in my final decision. As a result, I highly recommend Brindle & Bay because they've truly helped me to maintain a realistic plan of action given my personal risk comfort.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 28, 2022
Nick is extremely knowledgeable and professional. He was very upfront with what he thought we needed and shared with us what he thought was the best path forward for our particular needs. Extremely happy to have found someone to help us with our financial future.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 30, 2021
My wife and I came to Brindle & Bay (formerly Stonebridge Financial) about 2 years ago. This has been our first experience with a professional, personal financial advisor. We couldn’t be happier about our decision! Not only do we receive financial advice tailored to our particular set of circumstances, but we’re also treated as extended family at every step in the process. The communication and follow-through on all transactions is thorough, transparent, and easily understood. I highly recommend Brindle & Bay to anyone trying to find a trusted financial advisor that will actively work to help your family achieve financial security.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 21, 2021
I came to know of Nick and Connie Davis by taking a free financial course they offered a few years ago. I found the course to be very informative on Social Security, IRAs and other investment vehicles for retirement. The information was very useful for my family needs at a time when I was preparing for retirement. My wife and I met with them and then decided to have their financial management company provide financial advice, guidance and then manage some of our money. We have been very happy and satisfied with their guidance and services. The experience has been personally enjoyable and financially profitable. They have provided sound practical financial guidance and also understand our family financial needs. They care about our family personally and do not stir our finances toward unwanted directions. They provide immediate responses whenever required and provide regular scheduled reviews of our investments, provided tools so as to limit losses and provide means for us to review our investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 26, 2019
Treats us like we are a million dollar customer!! Best ever team!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2019
Nick and the entire team focus on educating each household on what is involved in planning for retirement and in preparing for the long term finances needed. We were especially pleased that they worked with us on our own slow, contemplative schedule on making a decision whether to use them as financial advisers. We ended up moving our funds here, and we get regular reports and periodic reviews on our investments. They have loss limiting tools that you can use (no extra cost), and all this for less than we were paying for accounts with Bank of America.
Attend one or more of the Stonebridge free, open to the public classes about retiring. Nick is an excellent teacher about how Social Security, investments and IRAs work for you or against you on maximizing the money you can spend. Then you can decide, without pressure, whether or not to use them. We took over 6 months of meetings and information to decide that we would like their high degree of help. We have been with them 18 months and they continue to be available and helpful with our finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 29, 2018
As soon as my husband and I met Nick and Connie we knew this was right place to be. We needed help planning our future retirement. We needed to understand how to ensure we could retire without financial worries. I love how as soon as we walked through the door we were treated as unique individuals with unique circumstances and needs. Our plan is tailored to our specific needs and desires for the lifestyle we would like to live during retirement. Nick took the time to understand what our future financial needs are and structured our portfolio to a plan to get us where we need to be when it’s time to retire. Connie is the sweetest and is so helpful and fun! The whole office is amazing. I would recommend anyone to go talk Nick at Stonebridge Financial and find out what he can offer you to get ready for your future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 28, 2018
Another fantastic Stonebridge Financial event! Connie, Nick and the team hit it out of the park again! We had a great time and it was wonderful to meet up with other Stonebridge Financial partners as always. It was an excellent event.
And probably the best BBQ we have had in a long time. Great time, thanks again Connie and Nick.
Dave and Joyce
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 25, 2018
After attending an open session about his business, it was apparent we needed to talk to Nick more to learn about our Retirement Planning and how he could help us prepare. From our first meeting/consultation with Nick, we understood the value he can bring to us. He and his staff are friendly and helpful and we look forward to having them as a resource and guidance for retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2018
Working with Nick and Connie allows me understand what I am doing with my money. I know I am making the best possible under their guidance. Because of Stonebridge, I can rest knowing that I am taking great care of my family for generations to come. There’s no greater feeling. Thanks Nick and Connie. We greatly appreciate you!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 9, 2018
I have thoroughly enjoyed working with Nick, Connie and Tricia! I think more people need to know about businesses that practice true respect and excellence in customer service. They are quick to explain and answer questions. I especially like the review time after starting with them. Future retirement can be scary, but they are giving their clients more and more information to make the transition smooth and not no scary!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 6, 2018
I have known Nick and Connie for 5 years before they started Stonebridge Financial and there is no one else i would trust with my finances other than Nick, and Connies is just wonderful to work with. Nick is not only extremely knowledgable with regards to finances but also a person with integrity. Unlike many other advisors out there who are just after your money, if Nick doesn't feel its right for you he would not recommend it. He truly has his clients' interest at heart and just call and have a chat with him then you will see what i mean.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 2, 2018
Nick, Connie and Tricia ard the best. They have treated us like family. Nick laid out a financial plan for our retirement that looks great. He helped us move money into higher yielding plans. Explained every part of the process to where we could understand. I love his emails and videos. They are really on top of the game. We could not have found a better team to help us in preparing for retirement. Thanks Nick, Connie and Tricia!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 27, 2018
Nick really has a heart to help people. He is great to work with and provides quality advice. He keeps his commitments, knows this business and is a trusted advisor. He tells it like it is and always has my best interests in mind. His commincatikns skills are excellent.
His teammate and assistant Connie does a great job too. She know her subject matter well and is very helpful and kind. Together they make retirement planning easy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2018
When I thought about retiring I had many concerns. Stonebridge was the perfect choice for my husband and I. We were provided with a sense of ease and comfort that addressed all of our questions and then some. The sound advice we received was based on our retirement hopes and dreams. I can honestly say being a part of the Stonebridge family is like receiving information from a well educated, trusted family member or friend. I have now been retired for over almost two years, and my husband joined me in this new chapter of our lives in January. This would not have felt possible had it not been for our trusted Stonebridge advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 23, 2018
Stonebridge Financial has been a wonderful group to work with. Not only are they very honest, fun, and personable, but they have been able to help us assess where we are financially and to plan and make smart money decisions concerning our future. We would not hesitate to recommend them to friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 15, 2018
When it comes to financial security it is important to find a person or group that you can trust to make you their priority, and not themselves. My wife and I found that with Stonebridge Financial Group. Nick Davis is very ethical, knowledgeable, accessible and able to find the right fit for your financial retirement future. Connie, his wife and their staff are the best. I would recommend anyone retired or anticipating retireing in the near future become a member of the Stonebridge Financial Group family.
Robert Doyle, Ph.D.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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