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 address:

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

We can also 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 design to address your individual situation.


Meet Our Team

Trent Bradshaw CFP®, AIF®

Owner/President

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 Salisbury, 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, watching 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.

Brandon Rogers CFP®, AIF®

Owner

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 10 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

Office Manager
704-216-2260

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 sports.

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, 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

Marketing Director

In 2019, Logan joined Bradshaw Financial Planning as the Marketing Director. She is a Lexington, NC local and graduate of Davidson Early College. She received her bachelor's degree from the University of North Carolina at Chapel Hill in 2014. Since then, Logan has worked in marketing for Chick-fil-A, the Winston-Salem Dash MiLB Team, Camco Manufacturing, and High Point University.

Logan and her husband Cameron were married in 2017, currently reside in High Point, and have 2 dogs- Leia and Linkin Bark. Logan and Cameron are members of Christ Covenant ARP church in Greensboro and love to cook and travel.

Megan Renninger

Executive Assistant

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.

 


In the Community

At Bradshaw Financial Planning we not only care about our clients, but we are committed to community involvement. We feel it is our responsibility to make a positive impact in the communities we serve whether it’s through financial resources or volunteering time. There are several local charities that we donate both time and money to, however there are two, that for personal reasons, we focus on year after year, Meal on Wheels Rowan, and Main Street Mission.

 

Meals on Wheels is more than just a meal. We believe everyone should have an opportunity for a hot meal. Not only do we make a donation annually during the Christmas season, but all employees volunteer also once a month to deliver meals to homes around the county.

 

Main Street Mission is more than a local food bank. They help unite the Rowan community by assisting individuals to get back on their feet with education, food, and clothing. Each November, Bradshaw Financial Planning hosts a food drive funded by our clients to help replenish the organization’s food supply.

 

We are also huge advocate for client privacy and believe our community should be given the opportunity to properly shred their private information in s secure environment. Due to this, we host an Annual Shred Day Evet that allows the entire community to come out and partake in shredding their sensitive documents. Sign up for our email list or follow us on social media to stay posted on when this event will be held this year.

 

We have also have the privilege of supporting several other local charities over the years either directly or through our clients! Some of them include: