Brad Shepard graduated from Stephen F. Austin University in 2001 and attained his CFP Designation from Rice University in 2005. He worked as a financial advisor to high net worth clients from 2003-2009 at Briaud Financial Planning and Bank of America/Merrill Lynch. From 2009-2020, Brad managed and owned an exclusive distributorship for Lokring Technology. Currently, he spends time consulting for local charities and entrepreneurs that are looking to start or grow their small businesses.
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