Southwest Retirement Resources, Inc., serves Edmond, OK and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Southwest Retirement Resources, Inc.
Southwest Retirement Resources, Inc. provides investors custom-tailored strategies to meet short and long-term needs. Our goal at Southwest Retirement Resources, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
President and Founder
Since 2004, Brad has helped hundreds of Oklahomans plan and secure their financial futures.
As Edmond residents and active members of the Quail Springs Baptist Church, Brad and Fran have been married for 26 years and their son, Taylor, is a proud United States Marine at Camp Pendleton, California.
Brad is an avid golfer and is a sports fan enthusiast of the Sooner Nation and the Oklahoma City Thunder.
Brad is a firm believer in that YOU should retire on your money and not your advisor. He is known as “The Safer Money Specialist”. Brad believes that each person is unique and that no single account is right for everyone. He knows that it is essential to determine a client’s needs in order to offer the most beneficial options possible.