Brad C. Chappell, CIMA®

Managing Partner & Founder

Brad Chappell began working in the Financial Services industry in 2004. He graduated with honors from The University of Texas with a BBA in Finance. Before graduating from The University of Texas, Brad was the captain of his collegiate basketball team at Southern Virginia University.

Brad loves working with people and is passionate about his job as a financial advisor. He excels at taking on the complexities of each client’s financial situation so that they can focus on what matters most to them.

Brad holds the Chartered Retirement Planning Counselor™ designation in addition to the CIMA® designation from Investments & Wealth Institute™ (The Institute), which is taught in conjunction with The Wharton Business School. Having spent 2 years as a missionary in Brazil, Brad is fluent in Portuguese. Brad, his wife Elizabeth, and their 3 children reside in Spring. When he’s not working, Brad enjoys coaching basketball, playing pickleball and spending time with his family.

He holds a Series 7, Series 66 and Series 31 FINRA registrations.

  • Financial Planning’s “Top 40 Advisors Under 40” 2021
  • On Wall Street “Top 40 Advisors Under 40” 2020
  • Barron’s “Top 1,200 Financial Advisors: State-by-State” 2020-2021
  • Forbes “Best in State Wealth Advisors” 2019-2022
  • Forbes “Best-in-State Wealth Management Teams” – 2023

Let’s talk