Brad is a seasoned Certified Financial Planner™ professional and the founder of Capital Rock Wealth Management. With extensive experience in the financial industry, he previously served as a Senior Advisor at Meridian Investment Advisors, where he was part of a team managing over approximately $800 million in assets. Prior to that, Brad spent eight years as Manager of Bank Investments & Wealth Management at Farmers Bank & Trust in which he managed an approximately $800 million investment portfolio. He also worked as a Fixed Income Analyst at Crews and Associates for five years.
Brad holds a Bachelor of Business degree in Finance from the Sam M. Walton College of Business at the University of Arkansas, an MBA from the University of Arkansas at Little Rock, and is a graduate of the Banking School of Colorado.
Capital Rock Wealth Management was created out of the idea that everyone has a different goal in life, and that everyone should have a tailored plan in order to accomplish what they want in life. I’ve encountered my share of poor financial advice over the years.
There are plenty of financial salespeople who have conflicts of interest out there who rely on cookie-cutter approaches—giving you quick fixes or textbook solutions to make a fast profit. They’ll have you fill out a generic risk questionnaire and plug your numbers into a basic computer system, only to offer you the same advice they give to every client. But life doesn’t follow a template, and neither should your financial plan.
Kate Price serves as Director of Operations at Capital Rock Wealth Management, where she is dedicated to fostering strong client relationships through attentive, personalized support. She understands that clients are entrusting us with their life savings—often as they approach retirement or work to build a lasting legacy—and she approaches that responsibility with care and respect. Kate recognizes that the years spent enjoying life after a career, and the time shared with loved ones, are invaluable.
Outside the office, Kate enjoys spending time with her husband of 20 years, Joey—her high school sweetheart—and supporting their two teenage children at various sporting events.
Kate earned her degree in Business Administration with a focus in Marketing and Human Resources Management from the University of Tennessee at Martin in 2005. She brings more than two decades of operational leadership experience, previously serving as the Operations Managing Partner of a small business in Little Rock for 20 years. In that role, she managed day-to-day operations, implemented strategic initiatives, oversaw budgets, and cultivated a strong, intentional customer experience. Growing up in a family of small business owners, Kate developed a deep appreciation for thoughtful leadership and disciplined execution—qualities she brings to her work every day at Capital Rock.
“I know if our clients are nearing retirement or in the mist of building their legacy. They have worked hard to enjoy life after their career, and I realize the time spent outside of work with their loved ones is special.”
