Bradley M. Epstein, CPA

Bradley M. Epstein, CPA

Investment Advisor Representative

Bradley Epstein opened his own Firm in June 2004 after serving as a senior manager for multiple local and national CPA firms for the prior ten years.  Bradley's office is located in Rockwall, Texas.

Bradley received his Bachelor of Science in Accounting from Louisiana Tech University in 1992.  He remained at Louisiana Tech and earned his Master's of Business Administration in 1993.  In addition to his CPA and MBA credentials, Bradley also holds the AICPA's prestigious PFS (Personal Financial Specialist) designation, various insurance and securities licenses, and is a Certified QuickBooks ProAdvisor.

Bradley has more than 21 years of professional experience providing accounting, tax, financial and consulting services for individuals and businesses in a vast array of industries.

Specialties include: assisting start-up companies, legally minimizing tax obligations, helping management pursue and maintain profitable operations and retirement planning with an emphasis on tax minimization.

Bradley is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. 


In Bradley's free time you can usually find him with his wife, Lisa, and sons, Connor and Cameron.  Every chance he gets, Brad involves Lisa, Connor & Cameron in his life. The four of them enjoy traveling, sports, art and music festivals, movies, shopping, dining out and horseracing.  Brad also enjoys golf and playing fantasy football.

In 2004, one of Bradley's dreams came true - owning a thoroughbred racehorse.  Now, Bradley is very involved in the thoroughbred horseracing industry - owning several racehorses, which race primarily in Texas and Louisiana. 

Bradley is also involved in various charitable and community organizations such as Rainbow Room of Rockwall County, Rockwall Noon Rotary, and the Susan G. Komen Foundation.  

Bradley, Lisa, Connor and Cameron, live in Heath, Texas.


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