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. Prior to U.T., Brad was the captain of his basketball team at Southern Virginia University. Brad earned the Chartered Retirement Planning Counselor℠ designation. He received his Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ (The Institute), which is taught in conjunction with The Wharton Business School. Brad was named to the Barron's "Top 1,200 Financial Advisors" list in 2020 (Published on March 13, 2020. Rankings based on data as of September 30, 2019).Brad was named to Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list in 2017, 2018, 2019 and 2020 (Published annually July – Sept. Rankings based on data as of March 31 of current year).Brad was named to Forbes "Best-in-State Wealth Advisors" list in 2019, 2020, and 2021 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).Brad was also named to On Wall Street's "Top 40 Advisors Under 40" list in 2021, 2020 (Published annually Jan – Mar. Rankings based on data as of Sept 30 – Dec 31 of prior year).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.He holds a Series 7, Series 66 and Series 31 FINRA registrations.