A Bit More About Us.
Hi, I'm Brian.
Around early 2022, I began to notice a change in my day to day fulfillment. At the height of “The Great Resignation”, my historically stable team was going through massive voluntary and involuntary changes. At the same time I was maneuvering through being an empty nester (Go Razorbacks!). With some extra free time on my hands, and definitely a void in the “parent” aspect, I needed to find something additional in my life.
After seeking out some coaching myself, I realized this was what I wanted to spend some of my own time doing. Helping other people come out of a challenge stronger on the other side.
So nights and weekends came to be filled with getting a variety of certifications, reaching out to my network to get some practical experience, and getting bit by the coaching bug. It’s mainly still just nights and weekends, but as it grows… here we are. Somehow you got to my site.
In April of 2025, after three years of effort, I have achieved my Associate Certified Coaching (ACC) accreditation with the International Coaching Federation. On my path towards that, I’ve also garnered the following:
I’m also a volunteer coach with Pay It Forward Coaching, and a member of OpenWater Group.
And of course, please read more on my LinkedIn Profile.
And of course, please read more on my LinkedIn Profile.
Hey, I'm Brad.
I pretty much retired at age 57. A long IT career in both oil & gas and global maritime, combined with diligent saving and investing, afforded my wife and I ‘financial freedom’. Today I enjoy playing the drums and working with others to help them get on top of their own ‘personal finance’ journey as a way of paying-it-forward. My passion is helping people learn enough about personal finance to be confident in their money decisions, and not feel overwhelmed.
All along my 30’s, 40’s, and 50’s my wife and I focused on several key principles such as 1) always living slightly below our means, 2) paying ourselves first via investing, and 3) teaching ourselves how to intelligently use money. Through these 2 personal finance classes (Personal Finance 101 and Intermediate Personal Finance) I will go over how to accomplish this yourself. There’s also a way to engage with me 1-on-1 to go over personal finance in a more private setting.
This summer (2025) I became a certified Wealth Management Specialist which helped me fine-tune the program. I also have an Executive Masters in Business Administration from Texas A&M (Go Aggies!) and a bachelors in computer science. You can also find me on LinkedIn here.
From time to time I am also an adjunct professor at Lone Star Community College – teaching mostly at night. Like Brian, I am part of the OpenWater Group.
I hope we get a chance to talk soon! Email me anytime.