Broker Check
Brian Padgett

Brian Padgett

Founding Partner

Brian has 13 years of experience with knowledgeable and financial representation, ready to work with you and your family’s financial future.  He received an Associate’s Degree in Machine Tool Technology and he also received several Industrial Vocational Certificates while working for General Electric for 20 years.  Since entering the Financial Services Industry, he received a LUTCF* designation from The American College of Financial Services.  After 10 years working with some of the top Fortune 100 companies and advisors, (New York Life, MetLife and Mass Mutual), he made the decision to start his own financial services company with three other partners.  Since 2008, he has had the privilege to work with numerous clients to help them select, invest, and manage plans that meet the clients’ goals and objectives.  His main goal is to help educate you, to make well informed decisions on what investments are right for you.  He will always listen to your concerns, share honest and diverse insight about potential investments, including risks and tax strategies.  Most importantly, treating your financial goals with the same care and attention that he applies to his own investments.  

“Providing for honest things, not only in the sight of the Lord, but also in the sight of men.”

II Corinthians 8:21 KJV