Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Brad Weddle, CFP®, CRPC®, AAMS® Financial Consultant 972-613-2525 972-613-3500 firstname.lastname@example.org For over 20 years Brad Weddle has dedicated his career to financial planning and wealth management. He is focused on helping people create and preserve wealth. The key to his success is the personalized approach he takes in selecting... Read more Pati Pritchard Senior Administrative Assistant 972-613-2525 972-613-3500 email@example.com Pati began her career in 1959 with Merrill Lynch. She was also affiliated with Goldman Sachs and Edward Jones. With 50+ years in the industry, Pati is an asset to our office. She has been an assistant to Brad Weddle since March of 1997... Read more Vanessa McBurnett Administrative Assistant 972-613-2525 firstname.lastname@example.org Vanessa has worked with Brad since March of 2013. She graduated from Eastfield College with a degree in Digital Imaging. Vanessa atteneded Mesquite ISD and graduated from Poteet High School. She is an active volunteer in her church and... Read more Have a Question? Name Email Question Thank you! Oops!