Brad's career in the financial services industry began upon his graduation from the University of Oklahoma in 1999. His objective as an advisor is to provide the best advice to his clients through knowledge, ongoing education and experience as an independent advisor. His practice is comprised of a team of staff and advisors who work together to provide a level of service second to none. Our team specializes in customizing a personalized financial road-map for each and every client including life insurance, disability insurance, investments, family wealth transfer, and retirement income planning.
Brad currently lives in Bartlesville, OK with his wife, Corbi, and their two children, Colin and Chelsea. Colin is set to graduate high school in 2021 and Chelsea in 2024. He enjoys all outdoor activities and watching his son chase his passion in swimming and his daughter continue to thrive in track and softball.