Bradley has a passion for ensuring clients are well supported and have a tailored financial strategy that manages risk and aligns with their financial goals. He is committed to providing research, guidance, and education regarding financial matters, including but not limited to retirement planning, investment management, and portfolio optimization.
He holds the following licenses through LPL Financial:
- Series 7
- Series 66
Additionally he is licensed in:
- Life and Health Insurance
Bradley brings over 10 years of experience in the financial services industry, covering commercial lending, risk consulting, and cutting-edge financial technology companies. Through his experiences, Bradley worked together with large corporations, investment managers, and top-tier banks to reduce risk, gain operational efficiencies, and provide solutions to maximize profit. Bradley received his B.A from The University of Texas at Austin and M.B.A from Southern Methodist University.
When not working with clients, Bradley enjoys time with his wife Megan, daughter Emma, son Jameson, and two golden retrievers Jake and Penny.