BRADSHAW FINANCIAL PLANNING - Key Persons
It is with great enthusiasm that we want to announce a new development for Bradshaw Financial Planning. Effective September 1, 2021, we are pleased to announce that our very own Brandon Rogers has joined Trent Bradshaw as a managing partner. Brandon has served the clients of Bradshaw Financial Planning for over four years and is excited to continue assisting each of you to achieve your financial goals in this new capacity.
As a board CERTIFIED FINANCIAL PLANNER™ professional, Brandon possesses a broad perspective of the financial industry. He has over 16 years of industry experience of building relationships built on integrity and trust. He provides our clients' services related to comprehensive financial strategies for families helping to preserve and grow current levels of wealth as well as retirement strategies.
In addition to his extensive knowledge of the financial industry, Brandon also understands the needs and culture of our local community. He was born and raised in Rowan County, educated in the Rowan County School System, has been active in community events, including attaining his Eagle Scout award from local Troop 448. He now resides in China Grove with his wife, Starla, and their family dogs, horses, and chickens.
Crystal Bradshaw has been with Bradshaw Financial Planning, Inc. since it opened in 2006. She is the firm's marketing director and is responsible for managing the office. She is in charge of all event planning, website administration, and keeps the office in compliance with all regulations.
Crystal is a 1995 graduate of North Carolina State University. She is an active member at Faith Lutheran Church. She enjoys spending time with her husband, Trent and their two children. Other hobbies and activities include traveling, shopping, and watching her son play football at Carson-Newman University.
In 2007, Heather joined Bradshaw Financial Planning as our computer operator. She is a Salisbury native and a graduate of East Rowan High School. She received a scholarship to attend King's College in Charlotte. After college, Heather worked at Food Lion's Corporate Office in Salisbury for 13 years in Operations and Distribution.
Heather and her husband Jeff were married in 1996 and have two wonderful children, Rachel and Isaac. Heather frequently participates in a voluntary Christian ministry and enjoys traveling and entertaining.
Logan Alexander joined Bradshaw Financial Planning in August 2019 . She worked behind - the - scenes in various capacities over the years with blogs, emails, events, handouts, podcasts, presentations, social media, videos, websites, & more.
Raised primarily in the triad of NC, she now resides in High Point with her husband and their two dogs. Alexander graduated from Davidson Early College, Davidson Davie Community College, and received her bachelors from the University of North Carolina at Chapel Hill in 2014. She is an active member of Christ Covenant ARP, board member of Lexington Live Community Theatre, & steering committee member of Arts | Theatre 202, a community arts center in Lexington.
Megan Renninger recently joined Bradshaw Financial Planning in August 2014. She is the executive assistant to Trent Bradshaw and helps with planning events, any service items, or general office procedures. Megan is originally from Pennsylvania and graduated from York College of Pennsylvania.
Megan lived in the Salisbury area for seven years with her husband, Ed, and their two dogs. She and her family currently reside in the Pocono Mountains, and she works remotely. She enjoys fishing, reading, walking with her dogs, and spending time with her family in PA.
Scott lives in concord with his wife and two children.
Born and raised in Ohio, she moved to the Tar Heel State in 2006. She holds a Masters degree from the US Sports Academy and completed her undergraduate studies at Bluffton University. Before moving down south, she dedicated 14 years to teaching and coaching. Upon moving to NC she was led in a new direction, working at the Rowan Diagnostic Clinic. Now, she joins the Bradshaw Rogers Financial Partners team as an Administrative Assistant, working closely alongside Megan & Heather to cater to your accounts!
Her dedication to helping others extends beyond the workplace, as she is also a loving mother to three children. Her eldest, Emily, teaches locally in Kannapolis. Her middle child, Jesse, is set to graduate from ECU in December 2023 with a degree in economics. Her youngest, Jacob, is also set to graduate in December 2023 from ECU, specializing in finance.
In her spare time, Shelley uses her medical knowledge as a licensed massage & bodywork therapist. She also has a passion for gardening & previously shared the fruits of her labor through a business venture she co-owned called The Funky Pepper that sold homemade salsas, pepper jellies, & much more. She shares her home with two dogs, Maxie, a German Shepherd Husky, & Tebow, a chocolate Labrador. Additionally, Shelley has an adorable grand-pup, Pope.
Trent Bradshaw, CFP®, AIF®, was born and raised in Salisbury, North Carolina. Trent was a 1995 cum laude graduate of Catawba College. He has been in the financial industry since 2000 and founded Bradshaw Financial Planning, Inc. in 2006. As President of the firm, he takes great pride in knowing his clients are top priority.
Trent is also very active in his community as a member of the Rowan County Chamber of Commerce, Civitan Club of Salis bury, YMCA Finance Committee, Rowan County YMCA Board of Directors, and Faith Lutheran Church Council Member.
He and his wife, Crystal live in Salisbury with their two children, Andrew and Reagan. He enjoys spending time with his family, playing golf, watc hing sports games, and cheering on his son who plays football at Carson - Newman University.
Trent is a teacher - a financial educator who enjoys simplifying the complex and illuminating unseen financial options for his clients. He enjoys his work and knows he can make a difference. He is passionate about helping people improve their financial lives.
Welcome Scott as the newest member of our team! He is a proud alumni of Davidson College & UNC Chapel Hill. Scott has over 10 years experience in planning and development and holds his Series 7 & Series 66 securities license through United Planners.