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Brad Sandlin

Brad Sandlin

Financial Services Team Leader

Brad graduated from Texas Tech University in 2017 with a Bachelor of Science in Personal Financial Planning, an industry leading and top Certified Financial Planning (CFP) Program. He is involved in client management, administering the client management system, maintaining files, rebalancing accounts, building plans, running performance reports, and assisting the Managing Principals and COO. He assists with administrative tasks while working towards the certifications needed to serve clients. Brad is also working toward his CFP.