Happel Financial, LLC, provides asset management and financial planning services.
We are like that apple tree that gives you the first taste of the comming harvest.
Strong roots make good fruits.
Our roots are made strong by the belief that "Education is not the learning of facts, but the training of the mind to think" - Albert Einstein.
Our fruits are good becouse of our belief that "The best way to find yourself is to lose yourself in the service of others" - Mahatma Gandi.
CFP® Professional
Brad holds two BS Degrees. One in Electrical Engineering from North Carolina State University and one in Manufacturing Engineering Technology from Western Carolina University. Brad worked as an electrical control engineer for more than 10 years building and maintaining manufacturing facilities, developing both his management and engineering skills.
While working as a professional engineer, Brad created a thriving wholesale/retail business. “A hobby that got out of control,” this business evolved from a small store-front selling consignment folk art, to a coffee bar, to a “paint your own pottery” shop. The effort was so great and profitable that he left his engineering job.
After selling that business, Brad turned his attention to understanding investment practices and how electrical control theories could apply in this business. Creating a good financial plan is both art and science. The art part is more about how a person feels about the risk of the market. The science involves putting a group of investments together to determining the proper return of investment, minimal standard deviation, positive Alpha, and blah, blah, blah. These statistical facts Brad can explain in a plain-spoken folky fashion.
Director of Business Intelligence
Rosalie earned a BS in statistics from North Carolina State University. She has a wonderful business mind and lives by the concept of multiple steams of income and mitigation of risk.
Working twelve years for Duke University Medical Center, Rosalie began as an accounting clerk and was promoted to data analyst/programmer. She then re-invented herself from a computer nerd to a financial advisor in a very competitive sales environment. She excelled in establishing common ground with her clients, which led to her becoming a mentor for other advisors to teach them ethics along with the sales of investments and insurance products.
Raising her daughter as a single mom and losing both her parents when her daughter was just two years old has made Rosalie independent, smart, and fierce. Given her journey, Rosalie believes that life is too short and too precious not to have fun. “We choose joy". We can choose to live a life of dread because we have failed to plan with what we have been given, or we can put plans into place to make our life less stressful.”