About
Brad enjoys working with individuals, foundations, institutions, and profit-sharing plans as they make financial decisions aligned with their long-term goals. He values taking the time to understand each client’s priorities and helping them evaluate the options available as their needs evolve over time.
With more than 10 years of experience in financial services, Brad works closely with every member of the team to provide a responsive and consistent client experience. He graduated from Tarleton State University and holds the FINRA Series 7 and Series 66 securities registrations, along with Texas state insurance licenses.
Outside the office, Brad enjoys spending time outdoors with his wife and daughters. Whether hiking, playing sports, or exploring new places together, he appreciates opportunities to stay active and make lasting family memories.
