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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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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



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...
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Pati Pritchard

Administrative Assistant



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...

Vanessa McBurnett

Administrative Assistant


Vanessa has worked with Brad since March of 2013. She graduated from Eastfield College with a degree in Digital Imaging. Vanessa attended Mesquite ISD and graduated from Poteet High School. She is an active volunteer in her church and...

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