Brad Morgan, MBA, AIF®, C(k)P®, CRPC, CPFA

Managing Director

A professional in the retirement planning industry since 2003, Brad has a passion to meet the retirement service needs of business owners and non-profit organizations and to help individuals be better off in retirement. He works diligently with his clients to ensure they maintain an ongoing level of excellence in their investment selection and monitoring process, fiduciary risk management, and overall plan health. But most of all Brad prides himself on the care and attention he provides to his clients which often turns his working relationships into long term friendships.

Brad graduated from the University of Texas in Dallas with a Bachelors of Science degree in Accounting. He received his MBA in Corporate Finance from the University of Dallas. He started his career in investments at Merrill Lynch where he earned several designations; the Chartered Retirement Planning CounselorSM , the Certified 401(k) Professional (C(k)P®), and a Certified Plan Fiduciary Advisor with National Association of Plan Advisors. Prior to his work in the financial services industry, Brad worked for Texas Instruments as a cost accountant and business planner for 9 years.

Brad is a lifelong resident of Sherman, Texas with his wife, Nicole and their three children. In the community Brad has served on the Planning and Zoning Board for the City of Sherman and the Sherman Chamber of Commerce Board of Directors. He is currently serving on the Greater Texoma Utility Authority Board as well as the Board of Trustees for the Sherman Independent School District.