Brad has been a valuable member of The Advanced Financial Group team for over twenty years. Having served our investment and insurance clients over the years in several capacities, Brad is a trusted source of knowledge and experience our clients can rely on. He has earned the reputation as our Swiss Army Knife. Brad has obtained two professional designations, Accredited Investment Fiduciary® (AIF®) and Retirement Management Advisor® (RMA®). Brad helps the team utilize clients' or prospects' assets, liabilities, and cash flow to help build a plan for producing income during retirement.
Brad is a graduate of Central High School before going on to earn a BBA in Finance from Stephen F Austin State University. He holds a Series 7, Series 63, and Series 65 and a General Lines Insurance license. His professional affiliations include The Investment and Wealth Institute, the National Association of Financial Advisors, and Pinewood’s Association of Insurance and Financial Advisors. He is also a graduate of Leadership Lufkin.
Brad is an active member of Timber Creek Church in Lufkin. Brad enjoys spending time with family, traveling when he can, and is an avid baseball fan.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA” and Retirement Management Advisor.” Using RMA and/or Retirement Management Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment professionals.