Brad Hoegler

Brad Hoegler is a Senior Wealth Advisor at HUB Investment Partners, where he assists private wealth clients with personalized financial goal planning and investment management. Additionally, Brad supports CyFair, the largest school district in the Houston area, by addressing their 403(b) and 457(b) plan needs through education, one-on-one appointments, and seminars. His goal is to educate clients, helping them feel secure about their finances, so they can worry less about money and enjoy the results of their hard work leading up to retirement.   

Before joining HUB, Brad spent 17 years at TD Ameritrade as a financial consultant, guiding clients through various aspects of the capital markets. He also has experience working with Charles Schwab and a local brokerage firm, bringing over 25 years of investment business expertise. Brad holds a degree in Communication from the University of Texas and excels at building strong client relationships by clearly communicating financial concepts. 

Residing in Houston, Texas with his wife Teresita and daughter Alexandra, Brad enjoys playing golf, cooking, and pairing meals with the perfect wine in his free time. At HUB, he focuses on making complex financial ideas easy for clients to understand while fostering lasting relationships.