MEET THE PROFESSIONALS WHO CAN HELP YOuPursue Your Goals

Having worked at Merrill Lynch since 2016, Joanna was excited to at the launch of mFORCE Capital in 2021.

With more than 25 years of experience in the financial industry, she has a diverse background that makes her especially skilled as a financial advisor. Prior to working at Merrill as an advisor, she was Director of Global Trading for Capital Institutional Services in Dallas. Today, Joanna focuses on helping clients build effective, long-term holistic financial plans including retirement preparation and strategy, estate and legacy planning services and multigenerational wealth management.  She is dedicated to guiding her clients through the complexities of wealth management. She is committed to providing her clients with the highest level of personal service and a goals-based strategy to pursue their financial goals.

Joanna earned her MBA and Bachelor’s degrees from Dallas Baptist University, where she is an adjunct professor in the school of business. Additionally, Joanna serves on the Women's Auxiliary Board at DBU and as a member of The National Organization of Investment Professionals NOIP.  She holds the Series 3, 4, 7, 8, 24, 53, 55, 63 and 65 FINRA registrations and is licensed as a Life and Health Insurance Agent in Texas and Arkansas. AR Insurance #18246987

Joanna enjoys traveling and spending time at the lake with her two children, Tristan and Jourdyn. She previously served as a board trustee for the Scurry – Rosser Independent School District and is an active member of Mt. Olive Baptist Church in Scurry, Texas.

After a successful 30+ year career at Merrill Lynch, Brad launched mFORCE Capital in 2021 as an independent wealth management advisory firm.
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In mFORCE, he has found the freedom and flexibility to serve his clients as they truly deserve. Brad is driven by his passion to deliver effective and relevant solutions, and he leads the mFORCE team in creating a family office like environment for his clients. He emphasizes Relationship and Client Experience in his approach to working with clients, which includes successful individuals, retirees, and multigenerational families.

Over his career, Brad has been committed to continual improvement as he has sought and attained several important professional credentials.He earned the designation of Certified Private Wealth Advisor®, which trained him on how to integrate solutions for our clients across all of their planning and investment needs. Brad achieved the Certified Exit Planning Advisor (CEPA®) designation specifically to work with business owners planning on succession and other exit strategies. As a Certified Investment Management Analyst® (CIMA®), Brad is qualified to manage investments for our institutional clients. In addition, he holds the Certified Plan Fiduciary Advisor (CPFA) designation which demonstrates an expertise in working with retirement plans.

Brad is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7, 9, 10, 31, 63 and 65 FINRA registrations.While at Merrill Lynch, Brad was a qualified portfolio manager who, in addition to providing traditional advice and guidance, built his own investment strategies, which he managed on a discretionary basis. He served as the Senior Resident Director of the Merrill West Fort Worth office from 2006 to 2021, proving his ability to run his own thriving business.

He graduated from The University of Arkansas with a Bachelor’s degree in Business Administration and is active in his community, supporting Cook Children's Charities and University Little League. Having coached baseball, softball and basketball in the past, now he’s just a happy spectator who gets to enjoy golf in his spare time. He and his wife, Lori, are very active at the Fort Worth Country Day School with their three children.

Lindsey focuses on ensuring clients always have a positive experience when working with Marriott Wealth Advisors. Primarily, she is responsible for handling applications, conducting client reviews and overseeing the office’s many daily activities.

Lindsey earned her bachelor’s degree in business management with a minor in marketing from Arkansas State University.

Lindsey and her husband, Ramsey, live in Hot Springs Village with their son. Lindsey enjoys playing the guitar, sports and being outdoors in her spare time.

AR Insurance Producer Lic. #0017587789