Brad Hooks EA, CFP®

CEO & Founder

Brad knows firsthand the profound impact a great advisor can have on his clients’ lives. He understands that the right advice can bring families closer together and set them on a solid path towards reaching their goals. With his unique blend of education, personal experience, and professional expertise, Brad is ideally positioned to serve his clients with unwavering dedication.

As the founder of Hooks Wealth & Tax Solutions, Brad has sought to firmly establish himself as a trusted partner in the financial industry over the past 16 years. His unwavering commitment to each client’s success shines as he guides them through even the most challenging economic conditions. By taking the time to truly understand each client’s unique situation and leveraging his many years of training and experience, Brad has earned his stripes as a reliable and respected advisor.

Brad’s academic journey led him to earn a bachelor’s degree in business administration, with a focus on financial planning, risk management, and insurance from Mississippi State University. To further enhance his expertise, he became an IRS enrolled agent and achieved the prestigious Certified Financial Planner™ designation in 2010. Brad also holds the series 7 and 66 securities licenses with LPL Financial.

Beyond his professional pursuits, Brad’s interests have taken him on a diverse journey. He passionately endeavors to master the art of playing the guitar, even if progress might be considered slow. Additionally, Brad finds immense satisfaction in the intricate world of Brazilian jiu-jitsu, where he delves into the art of grappling on the mat. And when he’s not refining his martial arts skills or strumming his guitar, you’ll likely find Brad in his home gym, immersing himself in a book or a podcast. He firmly believes that true wealth includes physical health and continued intellectual growth.

When he’s not serving his clients, Brad focuses on the ones closest to his heart. He is often found enjoying the company of his beloved wife Rachel and their two rambunctious sons.

With Brad Hooks as your trusted advisor, you can rest assured that you have a passionate and well-rounded professional by your side, dedicated to guiding you towards financial success while valuing your overall well-being.