Brad joined the team in 2013 after serving as relationship manager at Fidelity Investments, where he was the primary point of contact for a group of High Net Worth clients for 15 years.
He is an active member of his local church and enjoys serving his community with mission trips to South Texas and helping with the local CASA organization.
Brad received his Bachelor of Business Administration in Finance from Eastern New Mexico University in 1997. Brad has passed the rigorous CERTIFIED FINANCIAL PLANNER® exam, as well as his Series 65.
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”
I PETER 4:10
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HTA Client Relationship Summary
HTS Client Relationship Summary
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