Brad has been working since 2014 to help clients achieve their financial goals through comprehensive financial planning and investment advice. In his role as a Financial Advisor, Brad leverages the financial plans that he and his clients create together to ensure that the advice and recommendations he gives them are specifically tailored and customized to the individual situation. Ultimately this enables his clients to pursue their unique goals, simplify their lives, and enjoy financial freedom. He is a recipient (2023)* of the "Five Star Wealth Manager" award.

Brad resides in Houston, Texas with his wife, Elizabeth and son, Logan. In his spare time, he enjoys playing soccer with a local pickup group, losing golf balls to his terrible slice, and traveling to scuba diving locations like Belize and Honduras. He is also an active member of Houston’s First Baptist Church where he volunteers with the stewardship ministry to facilitate courses on financial literacy such as Building Your Finances God’s Way and Financial Peace University.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 07/01/2023 for the period 10/10/2022 through 05/05/2023