Bryan Bradford brings his personal approach to each client’s financial planning process. He has been securities registered since 1993 and obtained his Series 65 securities registration making him an Investment Advisor Representative (IAR) in 2017. Bryan holds a Bachelor of Science degree in corporate finance, and is currently working on his CFP® (certified financial planning) designation and his EA (enrolled agent) certification status with the IRS.
Bryan built his practice on rolling back the fast-moving world of financial planning by focusing on high touch and old school relationship building. He is one of the Dave Ramsey SmartVestor Pros in his area and has been teaching the Financial Peace University since 1997.
He enjoys educating his clients and making a complicated subject understandable by breaking it down to simple terms. Bryan tells people he has “a blue-collar upbringing with a white-collar education,” giving him the ability to relate to a wide variety of clients. He prides himself on surrounding himself with great minds, so he can provide more value than the advisor down the street. His right arm is his office manager, Jennifer Stevens, who holds a Bachelor of Arts degree in corporate accounting and is finishing her EA (enrolled agent) certification with the IRS. Upon completion, she will head up an accounting and tax service to add additional services for the firm’s clients.
Bryan is a U.S. Army Veteran and served in the Military Police Corps. As a disabled veteran, he has served his fellow veterans as a Veteran Service Officer, assisting them in getting their due benefits. He has become an important cog in his community, serving on many boards and raising funds centered on children, veterans, and the less fortunate.
Married for 25 years, Bryan and spends time serving at his church in multiple capacities, and he recently became an ordained minister. He enjoys helping people take their next step toward God even more than the joy he feels for helping people become financially independent.
Bryan has restored a few classic cars in the past; the most recent was finishing a 1968 Corvette back to its original condition. It took nearly ten years to acquire all the necessary parts. He loves spending time with his dogs and his wife.
Some favorite quotes he is known for include, “It’s more important to get it right, then to get it fast,” and, “I don’t to have it on top, if I have it on tap,” and the famous, “Trust but verify,” from Ronald Reagan.
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Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.
