Experienced Professionals
Acquire Capital is financial service. The advisor team is an experienced group of professionals who offer you direct access to their expert knowledge.
This team has seen it all. Together with clients they have weathered the ups and inevitable downs of the markets and interest rates. Supporting you through portfolio corrections and being rational during the rallies is what this team’s experience allows them to do.
Brad Rice
President - Acquire Capital
Representative - FundEX Investment Inc.
Brad founded Acquire Capital in 2005 after working in his family’s financial services business for twenty years. This included work in areas of marketing, management, executive team, insurance planning, investment advisory, operations and various board positions. In his role, Brad excels at putting clients in touch with the people, products and tools they require to fulfill both their short and long-term financial goals.
Sharon Goodwin
Operations Manager - Acquire Capital
Branch Manager- FundEX Investments Inc.
Sharon managed her own investment business and eventually worked her way into administrative and compliance expertise. Prior to joining Acquire Capital in 2006, Sharon was Vice President of Compliance and Administration at a large independent financial services company where she was a member of the Senior Management Team and was instrumental in creating the back office system and processes in both the Administration and Compliance areas.
Rod Bloomer
Representative
Rod has over thirty years of providing clients with advice on their personal investment portfolio. Prior to joining Acquire Capital in 2006, Rod was with a large independent financial services company for 17 years where along with providing clients with investment advice, he was also an integral part of the investment selection committee where he lead a team that provided 200+ advisors with recommended list of products and ongoing portfolio analysis to offer their clients. Rod is dually licensed and well versed in both investment and insurance products.
Dave Jones
Representative
Dave has almost twenty years experience of providing clients with advice on their personal investment portfolio and insurance needs. Prior to joining Acquire Capital, Dave was with a large independent financial services company. Dave has a true passion for working with clients to match their needs with the most suitable investment solutions.
Maureen Houston
Mortgage Specialist
Maureen has a back ground in retail services, banking and management that lead to her skill in specializing in Mortgage Financing for the past seven years. Maureen enjoys helping many clients achieve home ownership, building their new home, helping with financing for home improvements, or debt consolidation. Being part of the Mortgage Alliance Acquire Capital team, Maureen has access to over 40 lenders. This allows her to find the best lending product suited to ones financial situation.
Ken Levi
Representative
Ken started his professional career in law, leading him to the financial industry over twenty years ago. Ken works with his clients intimately to ensure complete understanding and accuracy of their investment and insurance needs. Having accumulated a wealth of experiences, Ken contributes in many areas in his role as a financial advisor with Acquire Capital.
Patricia Schroeder
Service Coordinator
Patricia has been with Acquire Capital almost since the beginning. She is the voice and the face you first speak to in our office responsible for daily service and administrative duties and key to our offices' success.
Mutual Funds are provided through FundEX Investments Inc. |
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