Meet The Team

Financial Advisor

Brad Hallett

  • CHFC®
  • CTFA
Twenty years from now, you will be more disappointed by the things that you didn't do. So, explore, dream and discover. – H. Jackson Brown Jr

Brad's personal bio

Brad Hallett joined PAX Financial in December 2019 after nearly 25 years in the financial services industry.

His transition to PAX came as both a professional and personal boon. Personally, he relocated from Minnesota’s brutal winters to Texas’ beautiful blue skies. Professionally, at PAX, he discovered a commitment to clients unparalleled by any firm he had previously served. Before PAX, Brad worked for a number of national financial companies in roles that included trust officer, credit portfolio manager, and financial planner.

Now, as one of PAX’s financial planners, Brad helps clients answer a simple question with a complicated resolution: Am I going to be okay? He uses his good humor and extensive financial knowledge to guide clients to understand where they are, where they’re going, and where they want to be.

In his spare moments, Brad commits his time to volunteer work. Currently, he volunteers for the American Heart Association, working to raise funds to battle strokes and cardiac disease, and organizes cycling events for friends and community members.

What motivates Brad

Helping others create extraordinary experiences through financial planning

Hidden talent:

Amateur meteorologist extraordinaire

Community Involvement:

Founder and Event Coordinator – ‘The Hero Gravel Classic’ - We honor first responders, our local heroes, in our community.


Time with family, friends and all things cycling. Helping others understand signs of heart disease and prevention thereof.

Favorite book:

‘A Short History of Nearly Everything’ by Bill Bryson

Favorite team:

Minnesota Vikings (NFL), Spurs (NBA) and Deceuninck–Quick-Step (Belgian UCI WorldTeam cycling team)

Ready to have a real conversation
about your future?

Schedule a free, no-strings-attached retirement checkup today.