Empowering You to Make Educated Decisions.

About Brad

“My primary goal as an associate wealth advisor is to help clients identify and pursue their personal, financial, and business goals. By being completely objective my goal is to empower the clients I serve to make the most beneficial decisions not only for today but in the future.”

Brad is an integral part and regular contributor to Carson Wealth and handles a variety of client relationships. Brad also supports in the investment management plan, including portfolio construction and implementation.

Brad is a graduate of Texas Tech University and his beginnings are rooted in West Texas. Brad holds a Bachelor of Science in Personal Financial Planning. Prior to becoming an associate wealth advisor for Carson Wealth, Brad was an advisor at Merrill Lynch.

While away from the office, Brad enjoys spending time with his wife, Lisa, and their two daughters, Kate and Emma. Brad’s passions include spending time with family and friends, attending Texas Tech Football Games, and camping, hiking, hunting and fishing.

Best piece of financial advice received:

Have a plan. Not making a decision… is a decision.

Favorite quote:

“You miss 100% of the shots you don’t take.” –Wayne Gretzky

What motivates Brad:

Being a great father, husband, friend and colleague

Favorite Holiday:

Christmas – all 25 days!

Biggest accomplishment:

His wife, Lisa, and two daughters, Kate and Emma