
From Final Decree to Financial Freedom
April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...


Brady James-Woolace strives to serve his clients by addressing all concerns or needs they may have in the operations of their accounts, and in transacting daily business.
Brady, who is originally from Kansas City, Missouri, lived in Orlando, Florida where he worked as a licensed Brokerage Service Specialist with Charles Schwab. Through that role, Brady was able to obtain his Series 7, Series 63, and Series 9 licenses as he spent his time assisting Schwab clients with daily activities and operations in their accounts.
Outside of work, Brady enjoys spending time with his wife and 3-year-old daughter exploring the outdoors and staying active. Brady also loves to attend live sporting events and sampling all the different local food options that are available wherever he is.
Dive into the latest insights from our expert team with our personal touch.

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...