Our Story
Rooted In Relationships
Growing up, Brad experienced firsthand the financial challenges families can face during tough times. When his father became critically ill, Brad saw the impact of planning ahead for life's unexpected twists. His parents' thoughtful financial preparations kept the family steady, a lesson he's carried with him.
Another valuable lesson Brad took to heart was through a highly successful financial advisor who became a trusted friend and a valued mentor. Connecting with clients on a deeply personal level, she showed Brad the importance of strong client relationships. Throughout his professional journey, Brad has mirrored his mentor, building success on the strength of his connections and his commitment to resolving any problem that crosses his path.
It’s because of these valuable experiences that Willow Oak Wealth has blossomed. Brad’s mentor, his wife, and his children have encouraged his soul-centered sense of compassion, and the philosophy of Willow Oak, from its roots to its canopy, has grown from this.
Our Partners
Our approach goes beyond advice – it's about cultivating a connection that empowers you to achieve your financial goals with personalized support and unwavering dedication.
On a daily basis, Willow Oak Wealth works hand-in-hand with Little Rock, Arkansas’s Sowell Management. Sowell Management is both a Forbes and Barrons* top 100 RIA and was founded in 2001 on the principles of fee-based fiduciary investing. Behind the scenes, Sowell Management provides Willow Oak Wealth with back-office services, leading technology and support.
Willow Oak Wealth is proud to partner with Fidelity, one of the nation's premier financial services providers, which enables us to gain access to a diverse range of products, services and investments. This collaboration empowers us to provide our clients with effective tools and resources that significantly contribute to the achievement of their financial goals. Our partnership with Fidelity gives you access to your funds anytime with a simple sign-in from your computer or phone.
Who We're Here FOr
In the world of financial planning, Willow Oak Wealth provides peace of mind, where clients can turn for comfort and confidence about their financial planning, portfolios and investments. We understand that life doesn’t happen linearly, and we’re prepared to navigate the twists and turns of our clients’ financial lives as they unfold. In a landscape where parameters, goals, data and influences continually evolve and change, Willow Oak Wealth has our client’s back and is anchored in a relentlessness to provide personalized planning tailored to each client.
Ready to kick back and enjoy retirement? We specialize in helping those approaching retirement navigate the financial waters, ensuring your golden years are as relaxing as they should be.
Willow Oak Wealth is here to guide you on your journey to financial success. Whether you’re climbing the career ladder or launching your own venture, we’ve got the tools to help you reach those financial heights.
Running a business is no small feat, but with Willow Oak Wealth, you’re not alone. We’ve got the expertise to manage your financial landscape, leaving you free to focus on what you do best – growing your business.
Life with little ones is an adventure, and so is managing a family’s finances! Willow Oak Wealth is all about protecting and caring for the whole family, from one generation to the next.