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 where he spends most of his time supporting his daughter, Chelsea in softball and high school. He also spends time in Florida cheering on his son, Colin as he continues his swimming career while pursuing an engineering degree.