Our Team

Brad Dobson serves as the company’s Executive Vice President. 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.

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Brad Dobson received his BBA in Finance from The University of Texas at San Antonio, magna cum laude. Brad holds the respected Certified Financial Planner® certification, which reflects his mastery of a broad range of financial planning topics.

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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.