Intrua Financial – Navigate Life with Confidence Navigating you through all of your life’s moments with confidence
(713) 355-9910
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
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Biography
Brad discovered his interest in wealth management at Texas Tech University when he enrolled in his first financial planning course, “General Concepts of Financial Planning”. Brad went on to graduate with a Bachelor of Science degree in Personal Financial Planning from Texas Tech University.
Brad is passionate about creating solutions-based strategies to protect profits, optimize personal finance choices, and make the most of business opportunities. He believes the sum of the parts are greater than the whole and collective knowledge of a well-developed insightful team is much more impactful and transformative when helping clients navigate financial challenges. Brad emphasizes the importance of flexible planning and proactive guidance. “Life isn’t static or linear, its true nature is constant change. Our status and circumstance of life changes direction, speed, and trajectory often and is ever evolving. Adaptability is key to delivering meaningful long- term results to clients.”
Outside of the office, Brad loves to travel, camp, fly fish, play pickleball, catch a concert or music festival (the Corona Capital Music Festival in Mexico City is his personal favorite, ACL is close second) and have a full- bodied glass of “Cab” with friends or family.
Brad lives and works in Amarillo, Texas with his wife Lisa and three children, Kate, Emma, and Olivia. As a financial advisor, Brad is in his 16th year in the financial advising profession.
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Biography
Brandon was born and raised in Clovis, New Mexico. After graduating from New Mexico State University with a Bachelor of Accounting and Finance, he began working as a Public Accountant. In 1992 Brandon left accounting to pursue a career in Financial Services where he has spent nearly 3 decades helping families and business owners with their planning needs. As a trained accountant, Brandon learned the importance of examining all aspects of a client’s financial health. Brandon’s comprehensive approach helps him determine the best solutions to help clients pursue their financial goals and objectives.
Brandon is also an insurance specialist and will partner with other team members in the design and implementation of insurance programs for their clients. He understands the importance of incorporating insurance to the overall wealth planning strategy.
Brandon holds a Series 6,7,24,64 and 63 Securities Registration through LPL Financial as well as a Series 66 through Intrua Financial and a Group 1 Insurance License.
Brandon and his wife, Denise raised 4 sons. Although the days of chasing their sporting events and other activities are gone, Brandon and Denise are enjoying a new phase of life together with their Goldendoodle, Koda. Brandon is a member of the Trinity Baptist Church and enjoys traveling, bird hunting and fly fishing in his free time.