Bravest Wealth Management | Matt Branstetter and Kyla McMoran

Written by Zachary Cohen | Photos by Nested Tours

The father/daughter duo of Matt Branstetter and Kyla McMoran are more than financial advisors; they are devoted community members with a deep commitment to serving individuals and families. Matt has been in the investment field for over three decades and founded Bravest Wealth Management in 2000. Inspired by her father’s impact, Kyla joined her dad in business in 2020 after ten years as the VP of communication for the Norman Chamber of Commerce and three years as director of development for the Women’s Resource Center. Now, Matt and Kyla are working side-by-side to improve the lives of others, one dollar at a time.

Bravest Wealth Management is a full-service financial advisory office offering retirement accounts, stocks, bonds, mutual funds, life insurance, and alternative investments. Even more importantly, the company is a committed member of the Oklahoma community, devoted to helping ensure the financial well-being of everyone it touches.

Meet the Team: Matt Branstetter 

Matt inherited a life insurance policy following the death of his beloved mother, Bonnie. Wanting to honor her memory, he spent time researching and learning more about investing before deciding what to do with his inheritance. During this time, he discovered his love for helping others plan for, work toward, and engineer their financial goals.

While the death of Matt’s mother was devastating, her life insurance policy changed the entire trajectory of his life. He founded Bravest Wealth Management in 2000.

Matt grew up on a farm in northeast Oklahoma and moved to Norman to attend the University of Oklahoma. He and his wife, Tracy, have three children and six grandchildren. Matt is passionate about OU athletics and is a member of Toastmasters International, where he has served as a state-wide leader and international trainer.

Meet the Team: Kyla McMoran

Kyla is an eighth-generation Okie who has lived in Cleveland County her entire life. In 2020, she followed in her father’s footsteps and fully embraced the promise of building generational wealth by joining the family business.

Kyla has a degree from the University of Oklahoma, is married to her high school sweetheart, Jason, and has two children, Owen (11) and Luke (8). She spends countless hours at the ballfield, visiting the Sooner Theatre, and carting her sons to and from music lessons. When not at a kid’s activity, Kyla loves hosting friends.

Serving the Real Estate Community

There are a few ways that Bravest Wealth Management differentiates itself from other financial advisors. 

Matt and Kyla offer a solo 401K, which allows solo entrepreneurs and their spouses the opportunity to invest in themselves. The plan has flexible investment timelines, so individuals can contribute what they can when they can with certain restrictions. Combining salary deferral with employer contributions compounds the plan’s advantages.

Another way Bravest Wealth Management partners with REALTORS® is via 1031 and 1033 exchanges. A 1031 exchange allows real estate investors to defer capital gains taxes and reinvest those dollars. A 1033 comes into play when someone is forced to sell for public use—oil and gas pipelines, public utility right-of-way, or turnpikes. Bravest Wealth Management even offers a one-hour credit CE course on the 1031 process.

“Bravest wants to be a partner for REALTORS® throughout the state,” Kyla shares. “We specialize in 1031 and 1033 exchanges and other tax deferral strategies that help sellers and real estate investors… What happens when a property purchase falls through? We have a solution. What if your client can’t find enough replacement property? We have a solution. Do you have a client who is ready to retire and enjoy their free time? That is where Bravest can be your partner.”

Serving Generations

One of Matt and Kyla’s most meaningful goals is to build a generational business.

“Generational in that [we] are a father/daughter duo, but also in helping clients, clients’ parents, clients’ children, [and] clients’ grandchildren,” Kyla explains. “Knowing a family has a plan in place and people they can count on to look after their financial goals is the most important feature of our business.”

Looking ahead, Matt and Kyla hope to build on what they’ve created at Bravest Wealth Management. Even with 30+ years of experience, Matt has no plans to retire, while Kyla hopes to learn as much as possible in preparation for one day taking over the family business.

“Working with clients to create a well-balanced plan that fits their dreams, their timeline, and their budget is an extremely rewarding challenge,” Kyla closes. “Saving clients money in taxes using techniques including life insurance, 1031 exchanges, and Qualified Opportunity Zones, among other things, is rewarding as well.”

Matt and Kyla offer securities through Concorde Investment Services, LLC (CIS), a member of FINRA/SIPC, advisory services through Concorde Asset Management, LLC (CAM), an SEC-registered investment advisor, and insurance through Concorde Insurance Agency, Inc. (CIA). Bravest Wealth Management is independent of CIS, CAM, and CIA. Material shared is for informational purposes only. For more information, visit https://www.bravestwm.com.

This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. 

There are material risks associated with investing in DST 1031 properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. 

The rules and regulations of the QOZ Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.