Brad is a seasoned Certified Financial Planner™ professional and the founder of CapRock Wealth Management. With extensive experience in the financial industry, he previously served as a Senior Advisor at Meridian Investment Advisors, where he was part of a team managing over approximately $800 million in assets. Prior to that, Brad spent eight years as Manager of Bank Investments & Wealth Management at Farmers Bank & Trust in which he managed an approximately $800 million investment portfolio. He also worked as a Fixed Income Analyst at Crews and Associates for five years.
Brad holds a Bachelor of Business degree in Finance from the Sam M. Walton College of Business at the University of Arkansas, an MBA from the University of Arkansas at Little Rock, and is a graduate of the Banking School of Colorado.
CapRock Wealth Management was created out of the idea that everyone has a different goal in life, and that everyone should have a tailored plan in order to accomplish what they want in life. I’ve encountered my share of poor financial advice over the years.
There are plenty of financial salespeople who have conflicts of interest out there who rely on cookie-cutter approaches—giving you quick fixes or textbook solutions to make a fast profit. They’ll have you fill out a generic risk questionnaire and plug your numbers into a basic computer system, only to offer you the same advice they give to every client. But life doesn’t follow a template, and neither should your financial plan.
