Brad is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter®, a Chartered Financial Consultant®, and has FINRA Series 7, 63, 24 and 51 registrations through LPL Financial, as well as a life, accident and health insurance license.
Brad’s passion and aspiration is to develop meaningful, long-term relationships with clients and their families built on trust and personalized, custom strategies delivered through LPL Financial. He specializes in delivering comprehensive financial planning through a disciplined process by working personally with each client and their family to create an overall financial strategy that encompasses:
- Investment Planning
- Risk Management (Insurance) Planning
- Education Planning
- Retirement Accumulation and Distribution Planning
- Estate Planning
- Tax Planning
Prior to joining Genesis Wealth Management, Brad completed twenty-five years of service with USAA where he held several leadership positions and served as a Senior Financial Planner. One of Brad’s leadership positions included serving as a member of the executive management team over Financial Planning Operations where he organized, set strategy, and led a large team of financial planners and investment professionals. As a Senior Financial Planner, Brad assisted in the development and implementation of a wealth management program serving the unique needs of USAA executives. He has had the privilege of serving a diverse client base to include executives, retirees, business owners and the military community.
Brad earned his undergraduate degree in Business Administration from Texas Tech University. He is a member of the Financial Planning Association (FPA) and is passionate about continuing education to better serve his clients and their families.
Away from work, Brad loves spending time with his wife, Kim, and their two children, Cameron and Alyssa. He enjoys sports and anything outdoors to include running, fishing and spending time at the beach.