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Relaxed, confident financial decision making? Yes, it is possible.

Although we have small town values, where a handshake is your word and you do what you say you are going to do, we are a full services, independent advisory firm. Brad started WBR Investment Services, LLC in February 2006 as a low-pressure, highly client focused company that creates individualized wealth management plans for our clients. Our mission is the same today as it was back then: 

To improve the quality of life for our clients and their families, as well as the communities we serve. 

We don't believe in pushing products or plans; we listen to our clients, identify their goals, provide financial advice and work hard to help them achieve their financial goals. We provide our clients with a casual atmosphere, where they can be relaxed and confident about their relationship with us and their financial decisions.