About us

We started this firm because
business owners deserve better.

We saw the gap firsthand. Owners coming in expecting real guidance on their most important asset — and leaving with a retirement account and a handshake. We decided to be the firm that actually shows up.

Why we exist
"For most business owners, the business is the plan — and it deserves more than a footnote."

Before founding Bright Forecast Financial, we spent years in traditional advisory roles watching the same thing happen. Business owners — smart, hardworking people who had built something real — would come in expecting a real conversation. They'd leave with a product and a handshake.

That gap isn't just frustrating. It's dangerous. When 80% of your net worth is tied up in one illiquid asset, you need an adviser who treats that like the most important financial planning variable in your life.

We built Bright Forecast to be that firm. Not just advisers — long-term partners who are in it with you for the long haul.

Built for business owners
Our entire practice is structured around the unique planning needs of business owners — not retrofitted from a wealth management model designed for someone else.
Long-term partners
We think in decades, not transactions. Our clients don't come in for a plan — they stay for the relationship.
EPI-certified methodology
Our advisers are Certified Exit Planning Advisers. We're trained specifically for this work — not guessing at it.
CEPA · Certified Exit Planning Adviser
The CEPA designation is one of the most rigorous credentials in business transition planning. CEPAs are trained to look at a business owner's situation across three dimensions — the business, the financial plan, and personal readiness — and build a coordinated strategy across all three. It's the credential built for exactly this kind of work.
The team

Real people. Long-term partners.

Caden Lee
Caden Lee
Co-Founder & Lead Adviser
CEPA Series 7 Series 66
Caden spent two and a half years in financial planning after running his own construction and remodeling company. He knows what it takes to build a business — and why protecting it matters. That firsthand experience shapes every client conversation.
Outside the office
Sports fan · Motorcycle rider · Worship leader
Joe Bozo
Joe Bozo
Co-Founder & Lead Adviser
Series 7 Series 66
Five years in financial advising, with a long history across different corners of the finance industry. Joe helps clients cut through complexity and build plans that hold up over time. His clients tend to stay. That's not a coincidence.
Outside the office
Family-first · Wife and two kids · Happiest when he's home
Jordan Olson
Jordan Olson
Co-Founder & Lead Adviser
CEPA Series 7 Series 66
Jordan played college baseball — an experience that taught him what preparation and performing under pressure actually looks like. He brings that same discipline to financial planning: process-driven, focused on the long game, and serious about the work.
Outside the office
Former college baseball player · Still competitive

Let's find out if we're the right fit.

The best client relationships start with a real conversation.
Tell us where you are — we'll tell you honestly if we're the right fit.