Brad doesn't just lump clients into a group because they answered a few questions on a profile. "We listen to the client and create a portfolio designed to match those needs all while making future adjustments as life happens. We know it's not always what you do in the beginning when you meet the client but what you do when markets are rough to help that client weather the storm."

Brad holds a bachelor's degree from Northeastern State University.

When he's not in the office, he enjoys boating, fishing, traveling, and spending time with his family.

He feels it's important for his clients to know, "We aim to accurately set expectations and help clients reach income goals for those crucial retirement years. We strive to be your income specialists; which is something that sets us apart from everyone else."