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"It's time to stop playing checkers and start playing chess.  We're here if you are serious about winning in all areas of your financial plan!"

Brad Horswell
Founder | President

Professional Bio

Brad did the majority of his undergraduate studies at Texas Tech University in Business Finance and Comprehensive Financial Planning.  During college, he worked in an internship at the Houston Chronicle for Sales and Marketing, served in their Six Sigma program, and his primary project was working with the Project Manager in the product launch for the e-Edition.  Brad transferred from Texas Tech University to Houston Christian University, where he finished his undergraduate studies with a double major in Business Administration and Business Management.  


Following graduation, Brad started his career as a Banker & Loan Officer at an elite Credit Union in Iowa.  At the Credit Union, he continued to build upon his financial planning education where he gained an extensive understanding of finance, credit, banking, and everything related to consumer banking.  Due to his individual performance, he was promoted to Branch Manager where he was a part of successfully turning a highly underperforming bank into one of the top performing branches in the organization.  Due to a life change, Brad left the Credit Union to move his family back to Houston where he took over another underperforming bank within Amegy Bank as the Assistant Vice President for that financial operation.  During his tenure at Amegy Bank, he was able to spur another turn around of that operation into a top performing branch with that organization, and expand his reach from consumer lending & banking to business lending & banking.


God planted a desire in Brad at birth for entrepreneurship, and Brad was able to finally take that leap of Faith to start his own business.  In 2015, he launched The Horswell Group with a vision of creating a privately owned firm that will revolutionize the insurance, real estate, and financial planning industries.  Brad is licensed in all forms of insurance and a licensed real estate Broker.  Brad is in process of finishing the requirements to gain his Certified Financial Planning mark.  In 8 years, Brad has been able to successfully and profitably launch a full scale independent insurance agency, full scale residential real estate brokerage, and a full scale financial consulting company that is integrated into one synchronized and innovative business model.  

Ultimately, all that Brad has accomplished is based solely on the will, credibility, strength, and glory of His Lord and Savior Jesus Christ.  Brad is a living and breathing testimony of the restorative power of Jesus Christ!    

Professional Experience & Credentials

Bank Manager
Green State Credit Union

Assistant Vice President
Amegy Bank

Principal & CEO
The Horswell Group

Banking & Finance

Personal & Business Finance & Lending

Personal & Business Financial Analysis

Personal & Business Debt Restructuring

Credit Analysis & Loan Underwriting

Relationship Management

Business Development

Compliance Management & Oversight

Operations Management & Oversight

Service & Sales Management & Oversight

The Horswell Group

Real Estate Brokerage Management & Oversight

Insurance Agency Management & Oversight

Senior Real Estate Consultant

Senior Insurance Consultant

Senior Financial Consultant

Licensing & Certifications

Real Estate Licensing:  Realtor & Broker

Insurance Licensing:  Personal & Commercial Property & Casualty

Insurance Licensing:  Life, Long-term Care, Disability, & Health

Licensing in Development:  Series 65 (Investments)

Certification in Development:  Certified Financial Planner

Certification in Development:  Certified Risk Manager

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