Shad Robertson, CFP®, CLU®

Vice President
Leadership Team

Shad Robertson began his career in the financial services business in 1993. Since then, he has been a sales manager, a General Agent, and in private practice as a financial services professional. Shad enjoys working with his clients on comprehensive planning by taking a look at the total financial picture in order to provide sound advice in all areas of their financial needs. Shad graduated from Texas Tech University with a Bachelor of Business Administration in Finance. In 2000, he obtained his certification as a CERTIFIED FINANCIAL PLANNER™ professional, as well as receiving the designation of CLU from The American College.

Raised in Big Spring, Texas, Shad and his wife Angela currently reside in Weatherford, Texas. Like many Texans, Shad enjoys hunting and fishing in his spare time, as well as spending time with his family.