breaking the barriers
of traditional wealth
Co-Founder, Chief Investment Officer
Originally from Lafayette, LA, Skye started his career in the financial services industry in 2016 at Merrill Lynch. In late 2020, Skye moved to LPL Financial to give his clients more flexibility and opportunity for personalized service and growth. Skye brings a passion for serving clients with a comprehensive approach to wealth management. He strives to simplify the financial complexities for high-net-worth individuals who require a sophisticated level of financial, tax, estate, and education planning, ensuring that they’re ready for whatever decisions they may face as they journey throughout their financial lives. Skye earned a B.S. in Finance from Mississippi College where he was a four-year letterman on the golf team. Skye holds Series 7 and 66 FINRA designations. Outside of work, he’s an avid golfer, dating back to when he played on his college team.
With five years of experience in the financial industry, Brad brings a fresh and simple approach to planning and investment strategy. Before his career in the financial industry, Brad earned a B.S. in Finance from Penn State and played linebacker for the New York Giants for 2 seasons. Brad also served as treasurer for the NFLPA Tennessee Chapter. Brad lives the life he preaches and is aligned with the client. He chose LPL Financial as his independent broker-dealer so his clients could benefit from objective wealth management without any proprietary products or hidden corporate agenda. Additionally, LPL Financial’s expansive platform provides access to the investment universe, institutional quality investments, sophisticated products, cutting-edge technology, an eminent research team, and reliable back office support. Outside of business, Brad enjoys spending as much time as possible with his growing family. Brad holds Series 7 and Series 66 FINRA designations.
What does a broker/dealer do? For Creative Investments, LPL Financial acts as a back office support team. They help us ensure our technology runs smoothly, client transactions are processed efficiently, and that everything we do is fully compliant. LPL also holds our client's assets and provides our clients with the same securities and safeguards to protect their assets as any other Broker/Dealer. They are members of the SIPC which provides our clients insurance of up to $500,000 for cash and securities in investment accounts for any fraudulent crimes and/or bankruptcy by a firm (Coverage of cash is limited to $250,000 in cash). Unlike other Broker/Dealers, LPL does not influence our decision making process on the securities you own or any financial products that need to be utilized.