I was born in Waco, Texas in 1976, and graduated from Baylor University in 1999 with a Bachelor of Business Administration degree majoring in finance. I have earned the professional designations of AAMS® in 2004, CRPC® in 2006 and CFP® in 2011.
In 1999, I began my Edward Jones career as a financial advisor and became a limited partner with the firm in 2007. In 2008, I relocated from Hillsboro, TX to Waco, TX to serve my home town. I have served in various leadership positions with the firm and recruited more than 20 financial advisors to the firm. I have qualified to attend Edward Jones’ annual Financial Advisor Leader's Conference eight times.
I am married to my wife, Kendra, and I have three children: Colton, Kenley and Alana. I have served the community through volunteering with Kids Hope USA, Midway Little League, Lions Club, Ducks Unlimited, the American Cancer Society, Waco Warriors Foundation, multiple church committees and Legacy Family Ministries. Away from the office, I enjoy coaching and attending my kids' sporting events, hunting, playing golf and traveling.
Our team best serves business owners, investors who have had sudden wealth events and clients preparing for or in retirement who wish to consolidate assets of at least $750,000 to formulate a personalized strategy to accomplish their current and legacy-minded goals. Clients that work with our branch team have the advantage of working with two experienced, full-time senior branch office administrators, Diana Goff and Jenni Byrne. We believe it is important to invest our time to know you, your life purpose and how that forms your goals before you invest your money. We will work closely with you and your tax and legal advisors to help develop unique financial strategies for you and your family.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
Office Address250 Sharron Dr
Woodway, TX 76712 opens in a new window
Phone NumberBrad Wilson at (254) 776-4337
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