FINANCIAL PLANNING
INVESTMENT MANAGEMENT
PEACE OF MIND

Brackenwood Capital Management, LLC provides practical financial planning & investment management solutions to individuals, trusts and small businesses.
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Financial Planning & Investment Management 

Sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but Brackenwood Capital's customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to help ensure your financial plan is integrated for today and for the future.

A Personal Process

We first design an individual investment policy and comprehensive financial plan. This is the primary tool in implementing a proper portfolio allocation and tax efficient investment strategy for each client. We work with our clients every step of the way to make sure they are comfortable with the investment process and approach.

Independence, Integrity & Trust

Integrity, commitment, and professionalism are at the core of our business. Free from the constraints of outside interests, Brackenwood Capital operates exclusively on your behalf. We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As your fiduciary, we are dedicated to serving your best interests in every way.

The Brackenwood Team

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MARK KRUSE
MANAGER

Mr. Kruse is a Certified Financial Planner (CFP), FINRA securities-licensed and WA State Life & Disability insurance-licensed. Mark regularly teaches CFP certification classes at Seattle Central Community College, and has served on several Bainbridge Island-based non-profit boards. 

(206) 446-0157

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SHELBEY BATEMAN
CLIENT RELATIONS

Shelbey Bateman, BSA, MBA has worked in the client service industry since 2008, and has been in her current role of portfolio management and administrative support since 2015. Shelbey earned her MBA from the University of Phoenix in June 2020. Outside of working, Shelbey enjoys attending her children’s after-school activities, volunteering, reading, and sports.

KYLE SKLEPKO
OPERATIONS MANAGER 

Kyle Sklepko is a consulting financial analyst holding a B.S. in Finance with Honors and is working towards his M.S. in Biomedical Science. His role at Brackenwood Capital centers around market research, security analysis, and the dynamic implementation of the firm's portfolio management strategy. Outside of work and academics, Kyle serves on the advisory board for California Baptist University's Investment Group and trains as an endurance athlete.

CONTACT
US

175 Parfitt Way SW

#N220

Bainbridge Island, WA 98110

info@bcmportfolios.com
(206) 446-0157