Bradley A. Dobson

Executive Vice President – Co-Founder

Brad Dobson serves at the company’s Executive Vice President and Chief Compliance Officer. He spends his time speaking with clients, building and analyzing client tailored portfolios, constructing comprehensive financial plans, and recommending financial solutions to meet clients’ needs.
Brad Dobson received his BBA in Finance from The University of Texas at San Antonio, magna cum laude. Brad holds the respected Certified Financial Plannertm certification, which reflects his mastery of a broad range of financial planning topics. 

Brad is a Texas Hill Country native and continues to live there with his wife and two boys. He has a wide range of interests including playing guitar, fishing, hunting, and spending time with his family.