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At Bradshaw Financial Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a comprehensive estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Trent Bradshaw, CFP®, AIF®




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...

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Brandon Rogers CFP®, AIF®



As a board CERTIFIED FINANCIAL PLANNER™ professional, Brandon possesses a broad perspective of the financial industry. He has over 10 years of industry experience of building relationships built on integrity and trust. He...

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Crystal Bradshaw

Office Manager/Marketing Director


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...
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Heather Martell

Client Relations Coordinator


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,...
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Masyn Burgess

Executive Assistant


Masyn joined Bradshaw Financial Planning in April of 2016 and serves as Executive Assistant to Trent Bradshaw. Previously, she obtained her Bachelor’s Degree in Interpersonal and Organizational Communications from the University...
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Megan Renninger

Executive Assistant

(704) 216-2260

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...
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