Where I Come from . . .
I remember a time when a man's word was his bond, when trust and integrity meant everything. I believe they still do. Therefore, I live and work with integrity in order to earn your trust.
Abilene is my hometown. I have watched it grow for half a century. I have spent more than a quarter-century in the financial world. I am going on 35 years of marriage, have two adult sons, a grandson, and a granddaughter. Basically, my life has been much like the lives of many of my clients: family-centered and based in West Texas.
When it comes to my work, I center my mission on YOU, creating personalized asset allocation portfolios and long-term financial strategies designed for your life and goals. I invite you to call me or email me today, so I may help you invest conservatively for the future.
Where I Come From . . .
For the past 30 years, Brad has worked with educators, business owners, families, friends, and students to help "fill the gap" and plan for their future through retirement. Brad's core competencies include educational funding and group retirement planning; although financial advisement evokes a special bond with each of his clients. The overall goals for Brad's clients are very much his own, to be able to enjoy family, friends, and life while having the option to provide for others.
Growing up in Ranger, Texas, Brad learned the small town value of the "Golden Rule" which he practices not only in business but life in general. Brad is a graduate of Texas Tech University and began as an educator himself in Midland, Texas, as a teacher/coach for MISD.
Brad is an overall "numbers guy" and problem solver. Solutions are the cornerstone to any great financial problem and his solutions allow clients to plan better, invest wiser, and enjoy life to the fullest.
Send Brad an email to plan for your future today!
Where I Come From . . .
I’ve had the privilege of providing individuals and families with both education and guidance in creating and preserving wealth in the private investment industry for almost 30 years. Growing up in Sweetwater, Texas, I learned by watching my father run a self-owned business the value of treating customers with care and concern. I use the example he set as a foundation for MY business today.
Those invaluable lessons I learned as a boy have served me well through a successful baseball career, a degree from Hardin Simmons University, and a 13-year career with GMAC before pursuing my path in the investment industry.
Having children and grandchildren of my own, I understand the importance of guiding my clients to be successful investors for their own financial well-being and the well-being of the generations to come. I feel strongly that my partnership with Bobby Miers, Tracy Brown, and the rest of the team at Cornerstone Financial Southwest provides me with the best possible resources and circumstances to do what I truly love in creating both personal and business relationships for a lifetime.
Since 2007, Brendan has been assisting his clients in obtaining financial freedom through various means, such as debt reduction, insurance, and investments. His approach with clients begins at listening and ends at solving problems. Adapting to an ever-changing world, yet not compromising his beliefs has served him well in the financial services industry for more than 15 years. Brendan has taught Financial Peace University on several occasions (is on Baby Step 6), and absolutely loves seeing the light bulb turn on when people truly understand financial concepts.
Brendan currently holds the Chartered Financial Consultant (ChFC®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He knows and understands a broad collection of insurances, from Medicare insurance to business insurance, as well as the broad range of investment options available to his clientele.
Brendan served in the US Army in Iraq (1st Cavalry Division) and Afghanistan (82nd Airborne Division) during the war. While in the military, Brendan served as an airborne infantryman, deploying to Afghanistan in support of Operation Enduring Freedom in 2002. Upon his return, he attended Officer Candidate School and was later transferred to the 1st Cavalry Division, deploying to Iraq in support of Operation Iraqi Freedom in 2004. Brendan was honorably discharged as a 1st Lieutenant in 2006.
He resides in Abilene with his wife, Kayla; daughter Callie; and son Isaac.
Where I Come From . . .
I started my career with Smith Barney in 1994 by sheer chance. I had no idea where that path would lead me. I'm happy to say it's led me "home," to Cornerstone Financial Southwest.
I've spent the last 26 years learning that this industry is built on people rather than money and that building relationships is the foundation of any successful business. The joy I've found in valuing those relationships and helping people and their families is immeasurable. I believe that the team effort everyone here at Cornerstone puts into our clients makes us all more successful. I carry that belief over into my personal life as well. As the mom of four amazing children, it takes a partnership with my fantastic husband to manage a smooth household and thriving, happy kids. If I've learned anything at all over the past 26 years, it's that teamwork really does make the dream work, and I couldn't be prouder of MY team both professional and personal.