Our Team

Our Team

Bobby Miers

Investment Manager

Where I Come from . . .

I remember a time when a man's word was his bond, when trust and integrity meant everything. I believe they still do. Therefore, I live and work with integrity in order to earn your trust.

Abilene is my hometown. I have watched it grow for half a century. I have spent more than a quarter-century in the financial world. I am going on 32 years of marriage, have two adult sons, a grandson, and a granddaughter. Basically, my life has been much like the lives of many of my clients, family-centered and based in West Texas.

When it comes to my work, I center my mission on YOU, creating personalized asset allocation portfolios and long-term financial strategies designed for your life and goals. I invite you to call me or e-mail me today, so I may help you invest conservatively for the future.

Brad White

Financial Consultant

Where I Come From . . .

For the past 30 years Brad has worked with educators, business owners, families, friends and students to help "fill the gap" and plan for their future through retirement. Brad's core competencies include educational funding and group retirement planning; although financial advisement evokes a special bond with each of his clients. The overall goals for Brad's clients are very much his own, to be able to enjoy family, friends and life while having the option to provide for others.

Growing up in Ranger, TX Brad learned the small town value of the "Golden Rule" which he practices not only in business but life in general. Brad is a graduate of Texas Tech University and began as an educator himself in Midland, TX as teacher/coach for MISD.

Brad and his wife of 40 years, Debra, have two children and one grandchild. Brad's eldest son Ben and wife, Merideth, live in Plano, TX and have one son, Nixon. Brad's youngest son, Jacob and his wife, Macy live in Oklahoma City, OK.

Brad is an overall "numbers guy" and problem solver. Solutions are the cornerstone to any great financial problem and his solutions allow clients to plan better, invest wiser and enjoy life to the fullest.

Send Brad an email to plan for your future today!

Roger Connell

Financial Advisor

Where I Come From . . .

I’ve had the privilege of providing individuals and families with both education and guidance in creating and preserving wealth in the private investment industry for more than 25 years.  Growing up in Sweetwater, TX I learned by watching my father run a self-owned business the value of treating customers with care and concern.  I use the example he set as a foundation for MY business today.

Those invaluable lessons I learned as a boy have served me well through a successful baseball career, a degree from Hardin Simmons University, and a 13 year career with GMAC before pursuing my path in the investment industry.

Having children and grandchildren of my own, I understand the importance of guiding my clients to be successful investors for their own financial well-being and the well-being of the generations to come.  I feel strongly that my partnership with Bobby Miers, Tracy Brown, and the rest of the team at Cornerstone Financial Southwest provides me with the best possible resources and circumstances to do what I truly love in creating both personal and business relationships for a lifetime.

Brendan Messenger

Financial Advisor

Where I Come From . . .

I graduated Summe Cum Laude from Midwestern State University in 2001 and served in the US Army in Iraq (1st Cavalry Division) and Afghanistan (82nd Airborne Division) during the war. I currently hold the Life Underwriter Training Council Fellow designation (LUTCF), Chartered Financial Consultant (ChFCâ), and am a CERTIFIED FINANCIAL PLANNER™ professional. I know and understand a broad collection of insurances, from Medicare insurance to business insurance.  I reside in Abilene with my wife Kayla, my daughter Callie, and son Isaac.

In the Army, I served as an airborne infantryman, deploying to Afghanistan in support of Operation Enduring Freedom in 2002. Upon my return, I attended Officer Candidate School and was later transferred to the 1st Cavalry Division, deploying to Iraq in support of Operation Iraqi Freedom in 2004. While in Iraq, my platoon patrolled the most dangerous road in the world at the time, Airport Road in Baghdad. The first Iraqi independent elections also occurred while my unit and I patrolled the streets of Iraq, protecting the safety of the voters. I was honorably discharged as a 1st Lieutenant in 2006.

Tracy Brown

Office Manager

Where I Come From . . .

 

I started my career with Smith Barney in 1994 by sheer chance.  I had no idea where that path would lead me. I'm happy to say it's lead me "home", to Cornerstone Financial Southwest.   

I've spent the last 22 years learning that this industry is built on people rather than money, and that building relationships is the foundation to any successful business.  The joy I've found in valuing those relationships and helping people and their families is immeasurable.  I believe that the team effort everyone here at Cornerstone puts into our clients makes us all more successful.  I carry that belief over into my personal life as well.  As the mom of four amazing children it takes a partnership with my fantastic husband to manage a smooth household and thriving, happy kids.  If I've learned anything at all over the past 22 years, it's that teamwork really does make the dream work, and I couldn't be prouder of MY team both professional and personal.