Your Extended Virtual Family Office Team
At Queenvest, we coordinate a Virtual Family Office (VFO)for high-performing franchise owners who need more than just investment advice- they need a team that sees the full picture. While we lead the overall strategy, we collaborate with trusted specialists in investment management, tax planning, real estate, private investments, estate design, succession, and exit planning to ensure every part of your financial life is aligned.
You get clarity, coordination, and expert-level service without having to build the team yourself.
Meet a few of the professionals we coordinate with on your behalf:
Investment Team
Brent Burns
Brent brings more than a decade of financial and investment experience to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background inempirical finance helped form the basis for all of Asset Dedication’s modelingand analysis. His work with Asset Dedication began at the University of SanFrancisco, where he partnered with co-Founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. In addition to his role at Asset Dedication, Brent periodically teaches the Personal Finance courses in the MBA and undergraduate programs at the University of San Francisco School of Management.
Brent holds an MBA with honors from the University of San Francisco and a BS from the University of California, Berkeley. Brent is also a former world-class pole vaulter and was a member of the U.S. National Track and Field Team.
Stephen J. Huxley, PhD
Stephen holds a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from Ohio State University. He was a tenured Professor of Business Analytics in the School of Management at the University of San Francisco, where he taught 1973-2024. His courses included Business Analytics, Decision Science, Operations Management, and Analytics of Personal Finance at the graduate and undergraduate levels. He has received awards from the university for teaching, research, and service. In 1988, he won the National Franz Edelman Award for Outstanding Achievement in Management Science for his work in scheduling. It is the highest award given by the profession. Over the years, his research has been published in academic journals, trade journals, and international conferences.
His consulting work has included personnel scheduling for law enforcement agencies, productivity and quality improvement for the California Public Utilities Commission, and statistical process control systems in the manufacturing industry. He began to apply his scheduling research to investment strategies in the late 1990’s using dedicated portfolio theory. This work ultimately led to the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004), which he co-authored with Brent Burns.
In his off time, he enjoys spending time with his family, is active in his church, assists animal shelters, and tells Dad jokes.
Jeremy Fletcher, CFA
Jeremy joined Asset Dedication in 2010. He has been in fixed income management since 1991. Previously he co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where he created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Before that he was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments, including directing the firm-wide strategy for inflation-linked products and managing that firm’s series of zero-coupon funds. Jeremy launched the firm’s flagship inflation-linked fund in February 1997 along with the debut of the U.S. inflation-linked market. In 2000, he managed one of the top-performing U.S. fixed income funds in the United States.
Jeremy earned his BA in Economics/Mathematics from Claremont McKenna College and holds an MBA with honors from the University of San Francisco. He became a CFA charter holder in 2000.
Financial Planning Team
Brody Rosenfeld, CPA, CFP®
Brody is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ certificant, and has a FINRA Series 65 (investment adviser) certification. He is a veteran of TWAMS Outsourced Financial Planning where he spent 7 years creating hundreds of financial plans for a variety of advisors, managing relationships and building expertise in financial planning. Brody briefly worked in public accounting before pivoting into Financial Planning. In his spare time Brody enjoys competitive axe throwing, brewing beer, learning about history, hiking, biking, & baking bread.
Emmett Fehlau-Barton | Paraplanner and CFP® Candidate Emmett has passed both the Series 65 and Certified Financial Planner exams and will be certified following the completion of the work experience requirement. At Foundation, Emmett supports our team by reviewing client information, entering it into the financial planning software, helping prepare plan deliverables, and serving as another set of eyes and ears to help our team generate great ideas and recommendations.
Emmett Fehlau-Barton
Emmett has passed both the Series 65 and Certified Financial Planner exams and will be certified following the completion of the work experience requirement. At Foundation, Emmett supports our team by reviewing client information, entering it into the financial planning software, helping prepare plan deliverables, and serving as another set of eyes and ears to help our team generate great ideas and recommendations.
Social Security and Medicare Team
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