Rich Brady

Lead Advisor

Rich Brady is an exceptional advisor renowned for his expertise in financial organization and operations. With a distinguished career marked by service to corporations and the successful resolution of intricate financial challenges, he brings a wealth of knowledge and hands-on experience to the financial plans of his clients.

Rich’s commitment to excellence is evident in his meticulous approach to financial advisory services. His ability to dissect complex financial scenarios, identify opportunities, and develop effective strategies has earned him a reputation as a trusted and sought-after advisor in central Texas.

With a client-centric focus, Rich is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. His passion for financial planning and his unwavering commitment to his clients set him apart in the field.

Rich is a retired marathon runner, but still enjoys a one-hour run each morning. His greatest passion is spending time with his 5 kids, 5 grandkids and most of all, his wife Danielle of 31 years.