Brad has been helping his clients pursue their financial and investment goals for over 20 years. His experience has taught him that most people don’t plan to fail, they just fail to plan. Thus, he has built his entire business around the concept of “plan your work and work your plan.” Brad holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) with LPL Financial. In his spare time, he enjoys spending time with family, participating in Cowboy Mounted Shooting events and an occasional round of golf.

Series 66 license held thru Sovereign Wealth Advisors LLC