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.