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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
  • Social Security claiming strategies

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?
  • When is the best time to claim Social Security?
  • How does Social Security work?

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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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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Angela Dubois-Walker

Administrative Assistant



Angela has been married for 26 years to her husband Brian. She has 3 kids: Emilee, Adam and Andrew and 1 granddaughter, McKenna. She has two dogs: Claire and Scottie. Angela has lived in Forney for 18 years and is a proud LPL Financial ...

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Tamra Gaines

Director of Marketing



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