Bradford Financial Center

Jerome Moore is a CFP® professional with 30 years of industry experience, currently serving at Bradford Financial Center. He has held roles at various affiliated firms including Bradford Tax and Accounting, Bradford Insurance, and Tower Wealth Advisors. Moore is also an instructor for the Certified Financial Planner certificate programs at Belmont University and Kaplan. Bradford Financial Center provides comprehensive financial planning and portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a discretionary investment management approach that integrates computerized trend analysis with multiple research methods and collaborates with a network of affiliated businesses offering tax, insurance, and mortgage services.

Marty Schimp is a financial advisor with Bradford Financial Center in Clarion, IA, holding a Series 63 designation and 35 years of industry experience. He has worked with United Planners' Financial Services and Bradford Financial Center since 2006 and has been involved with Bradford Insurance since 1994. Outside of his advisory roles, he serves as president of MWS Financial LLC, a private LLC not held out to the public. Bradford Financial Center provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers portfolio management through its Watch and Manage program, participation in the SEI Asset Management Program, and coordination with outside professionals.

Brandon Walker is a CFP® with 20 years of experience and currently serves as an advisor at Bradford Financial Center. He also owns a legal practice specializing in estates and trusts, which he has operated since 2007. Walker has held roles at multiple affiliated firms including Bradford Insurance and Tower Wealth Advisors since 2014. Bradford Financial Center provides comprehensive financial planning and portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm employs a combination of trend-based computerized monitoring and analyst review, integrating technical and fundamental analysis in discretionary portfolio management, while coordinating tax, insurance, and mortgage services through its network of affiliated businesses.

James Tausz is a CFP®-designated financial advisor with over 53 years of industry experience. He is affiliated with Bradford Financial Center in Clarion, IA, where he has been active since 1970. In addition to his advisory work, Tausz is involved in various business ventures including home renovation and a grant program focused on community betterment. Bradford Financial Center serves individuals, trusts, estates, businesses, and retirement plans, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a computerized Watch and Manage program alongside fundamental and technical analysis, and coordinates with affiliated entities in accounting, insurance, and commercial funding to provide integrated financial services.

Shallon Weis is a financial advisor with Bradford Financial Center in Clarion, IA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been associated with Bradford Financial Center since 2005 and is involved in multiple business activities, including serving as a city council member for Galt, IA. Outside of finance, she is engaged in tractor repair and small farm operations through Weis Services. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, participation in the SEI Asset Management Program, and coordination with outside professionals including accountants and attorneys.

Larry Pickard is a financial advisor with Bradford Financial Center in Clarion, IA, holding a Series 65 designation and 18 years of industry experience. He has worked as a real estate agent and title broker associate with Coldwell Real Estate since 2010. Bradford Financial Center serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, managing approximately $232 million in discretionary assets. The firm offers comprehensive financial planning and portfolio management through its Watch and Manage program, coordinates with outside professionals, and provides employer-plan support and specialized consulting services.

David Stanton is a financial advisor at Bradford Financial Center in Clarion, IA, with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, FBL Financial Group, and Woodbury Financial Services, among others. Stanton is also involved in non-variable insurance management services. Bradford Financial Center provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary assets of approximately $232.3 million and offers a combination of technology-driven market trend analysis and discretionary portfolio management, while coordinating with external professionals and supporting employer-sponsored retirement plans.

Carlton De Wall is a financial advisor with Bradford Financial Center, holding a Series 66 designation and five years of industry experience. He has worked with firms including United Planners and Woodbury Financial Services, and also manages a property management business with his spouse. Bradford Financial Center serves individuals, trusts, estates, businesses, and retirement plans by providing comprehensive financial planning and portfolio management. The firm uses a computerized Watch and Manage program combined with multiple analytical approaches and offers discretionary management alongside model allocation options through SEI, supported by a multidisciplinary structure that integrates tax, insurance, and mortgage services.