"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. 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 & real estate 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