top of page
abouttop.jpg

ABOUT US

Our Firm

Mustard Seed Financial is a Wealth Management Firm founded in 2002, and led by Brian Burks. For over 20 years, we have been an independent Fiduciary Registered Investment Advisor firm dedicated to helping our clients achieve their financial goals. Our independent open-architecture organizational structure allows us to provide investment recommendations best suited for our clients' unique situations, and to look out for our clients' best interest overtime.  We never set-it-and-forget-it; rather we adjust our clients' allocations over-time as economic conditions change, and our clients' financial goals evolve.

graph.jpg

Investment Management

Guiding Your Financial Journey Towards Prosperity and Peace of Mind.

aboutdst.jpg

Tax- Free 1031 Exchanges

Seamless Transitions, Limitless Opportunities: Empowering Your 1031 Exchange with Premier DST Solutions.

aboutoppzone.jpg

Opportunity Zones

Unlocking Potential, Maximizing Opportunity: Your Pathway to Success with Opportunity Zones.

Aboutus_whatwedo.png

What We Do

Our Team

MustardSeed-6.6.23-101.jpg

Brian Burks

Founder

With a career spanning back to 1992, Brian has been a steadfast presence in the financial services industry. In 2002, he took the initiative to establish this Registered Investment Advisory firm. Brian holds the pivotal role of being a trusted Fiduciary to his clients, tirelessly dedicated to guiding them towards their unique financial aspirations.

His academic endeavors led him to a Bachelor of Science in Business from the University of Idaho in 1992, followed by a Masters of Business Administration from Boise State University in 1996.

Brian's community involvement is marked by his 8-year tenure on the Saint Alphonsus Hospital Board of Directors and a 9-year commitment to the Mission Aviation Fellowship (MAF) Foundation Board.

For the past 17 years, he has been an active member of Rotary International, having held the prestigious position of President in two local Rotary Clubs. Presently, Brian lends his expertise to the Century Faith Foundation Board and remains an integral member of Rotary International

Beyond his professional pursuits, Brian treasures moments with his three grown children and thrives on various outdoor activities.

MustardSeed-6.6.23-102.jpg

Matthew Koehler

Financial Advisor

In 2013, Matthew joined Mustard Seed Financial, drawn by Brian Burks' unwavering dedication to the fiduciary standard, the Registered Investment Advisor business model, and a steadfast commitment to prioritizing the client's best interests. Over the years, Matt has worked tirelessly as an Investment Advisor and as a junior partner to enhance every facet of the firm, with a singular focus on supporting our valued clients.

Prior to Mustard Seed Financial, Matt earned a degree in business management from Boise State University. He began his career the financial world at Mass Mutual, followed by Morgan Stanley and then an independent options-trading firm. It was during this professional journey that he came to appreciate the ethical clarity of being a fiduciary, which he found best aligned with his values.

A Houston native, Matt's childhood visits to Idaho to visit family left an indelible mark. After serving in the Navy as an engineer in the Nuclear Reactor Department aboard the USS John C. Stennis, he relocated to Boise to pursue his education at BSU and start a family.

Outside of his professional pursuits, Matt cherishes moments spent with his wife, Ashley, and their two sons, Brecken and Peyton. Together, they embark on adventures camping, fishing and rafting down rivers, hiking and skiing through Idaho mountains, and training/coaching in the martial art of jiu-jitsu.

BryceValles-12.jpg

Bryce Valles

Financial Advisor Representative

Bryce Valles joined Mustard Seed Financial in 2024 as an Investment Advisor Representative after successfully obtaining his Series 65 license. He currently assists with portfolio management and leads the development of the firm’s 1031 Delaware Statutory Trust (DST) investment offerings.

A graduate of Boise State University, Bryce earned his Bachelor of Business Administration in December 2023. While at Boise State, he was a Division 1 track and field athlete, an experience that instilled in him a strong work ethic, discipline, and a collaborative, team-first mindset—qualities he brings into his professional work with clients and colleagues.

Bryce is passionate about helping clients navigate the complexities of financial planning and is committed to continually growing his expertise within the industry.

Outside of work, Bryce enjoys staying active, traveling with his wife, and spending time with friends and family.

MustardSeed-6.6.23-107.jpg

Ashley Scott

Office Manager

-

Our Advice is dedicated to the prosperity of our clients!

bottom of page