A native of Houston, Brad joined the firm Solomon Smith Barney as a financial consultant in 1994 after graduating from Houston Baptist University with a double major in psychology and sociology.
After completing the training in both Hartford and New York City, Brad began opening accounts by focusing on tax-free municipal bonds. As he continued to grow his book of business, Brad also started investing in stocks for clients on a non-discretionary and discretionary basis. Although currently not active in this product, in 1997 received his Series 3 commodities trading registration and added that asset class to his client’s portfolios.
Much of his business has been built through public speaking seminars and in 1998 Brad began hosting AM radio talk shows in Houston and the Texas hill country which he continued to do for the next several years. In January of 2005, Brad moved his business to Wells Fargo where he advised many of the bank’s large clients on their investments, financial planning, and estate planning.
In the summer of 2010, Brad founded Redfish Capital Management, a full-service family financial practice, and partnered with SCF Securities, Inc. in 2017.
Brad is married to his wife Lara and has three children Heather, Matthew, and Jackson.
Securities offerings limited to residents of CA, KS, KY, MD, MN, MS, NJ, PA, SC, TX, VA.
Robert is a native of Galveston, Texas. He began his career at A. G. Edwards and then moved to an independent financial planning firm here in Bryan, Texas. He is a graduate of Texas A&M University and majored in Agricultural Economics with a heavy emphasis on Finance and Accounting.
Robert’s interests lie in helping clients plan and monitor their financial lives and, consequently, studied for and earned the Certified Financial Planner designation.
Having practiced in the shadow of Texas A&M University, he is proficient with the retirement plans and employee benefits of the Texas A&M University System. Besides his career, Robert enjoys traveling, Crossfit, and beekeeping among other things.
He is proud to join Redfish Capital Management and SCF Securities, Inc. and looks forward to a successful partnership with them.
Securities offerings limited to residents of CA, KS, MN, MD, TX, VA
Dawn Kleinschmidt began her insurance career in 1993 while attending McNeese State University in Lake Charles, La. She moved to Texas in 2010 where she continued her insurance career as a Texas agent while maintaining her Louisiana license.
Her 25 years of experience includes management, accounting, producing, and servicing in both Personal and Commercial lines. She and her husband, Kevin, now reside in Cypress, TX where they own and operate Texas Dawn Insurance Agency. Dawn and her team are committed to ensuring their client's satisfaction.
Texas Bar Association – 1973
Texas Bar College
Founder and First Chairman of Oil, Gas and Mineral Law Section of Houston Bar Association
Awarded 1993 Education Award by the American Association of Professional Landmen
June 1, 1992 to present:
Re-established solo oil, gas and title related practice. Primary job responsibility is to provide legal advice for oil and gas clients, covering both onshore and offshore legal matters; rendering day-to-day legal advice on lease maintenance problems, operating agreements, farm-ins and farm-outs and drilling agreements with heavy emphasis on Texas title matters including the rendering of stand-up title opinions.
December 1, 1989 to June 1, 1992
Named partner in law firm of Davis, Hogwood & Dore'. Primary job responsibility is to provide legal advice for the firm's oil and gas clients, covering both onshore and offshore legal matters. Rendered day-to-day advice on lease maintenance problems, operating agreements, farm-ins and farm-outs and drilling agreements. Heavy emphasis on Texas title matters including the rendering of stand-up title opinions
January 1, 1987 to December 1, 1989
Established own oil and gas practice-Named partner in law firm of Davis and Hogwood. Primary job responsibility was to provide legal advice for the firm's oil and gas clients, covering both onshore and offshore legal matters. Rendered day-to-day advice on lease maintenance problems, operating agreements, farm-ins and farm-outs and drilling agreements. Heavy emphasis on Texas title matters including the rendering of stand-up title opinions.
Adjunct Professor - Oil and Gas Law - University of Houston School of Business - Professional Land Management Program
May 15, 1986 to December 31, 1986
BOYAR, NORTON & BLAIR - Houston, Texas.
Partner - Energy Section. Primary job responsibility was to provide legal advice for the firm's oil and gas clients, covering both onshore and offshore legal matters. Rendered day-to-day advice on lease maintenance problems, operating agreements, farm-ins and farm-outs and drilling agreements. Heavy emphasis on Texas title matters including the rendering of stand-up title opinions. Worked closely with banking clients to work out problem oil and gas loans.
March 15, 1984 to May 15, 1986
AMERADA HESS CORPORATION - Houston, Texas Regional Attorney - Exploration and Production. Primary job responsibility was to provide legal services for all offshore activities. Major areas of interest were: Gulf of Mexico, east and west coasts and on offshore Alaska. Responsibilities included drafting and approving bidding agreements, unit agreements (forced and voluntary), joint operating agreements, farm-outs and farm-ins, joint venture well agreements and all phases of regulatory law up through the production phase. The job also required secondary responsibility for the states of Texas, Louisiana and Arkansas.
January 1, 1982 to March 15, 1984
GETTY OIL COMPANY - Houston, Texas.General Attorney - Exploration and Production. Primary job responsibility was to prepare and approve leases, farm-outs and farm-ins, fieldwide units and operating agreements with special emphasis on title work. Heavy concentration on offshore matters for the Gulf of Mexico, east and west coasts and on offshore Alaska. Areas of responsibility included Texas, Louisiana and offshore continental United States.
December 1, 1978 to January 1, 1982
SHELL OIL COMPANY - Houston, Texas. Attorney - Exploration and Production. Primary job responsibilities were the same as with Getty Oil Company. Area of Responsibility included the entire western United States with special emphasis on federal onshore and Indian leasing and related E&P problems.
September 1, 1977 to December 1, 1978
DYCHE AND WRIGHT - Houston, Texas. Associate - Same responsibilities as had with Getty Oil Company. Area of responsibility was Texas.
September 1, 1973 to September 1, 1977
EXXON COMPANY, USA - Houston, Texas. Attorney -Exploration and Production. Same responsibilities as had with Getty Oil Company. Special emphasis on Federal E&P problems and federal and private hard rock mining and production problems. Area of responsibility included, at times, all of the western United States, Texas and Oklahoma.
June 1, 1971 to August 1973
Baylor Law School - Waco, Texas.
J.D. Degree, August 1
LAW SCHOOL ACTIVITIES:
Served twice as Associate Editor of the Baylor Law Review. Published two articles (available on request).
Texas A&M University - College Station, Texas.
Received B.A. Degree in Economics in 1971 with a minor in history.
Ms. Sykes represents Redfish Capital Management as Office Manager, while supporting the Capital Management team with a wide range of services. Her work includes day-to-day administrative functions and being a liaison with the office services, human resources, information systems, accounting, records management, and marketing department. She possesses exceptional organizational skills to ensure smooth operations in a busy work environment. Delivering outstanding customer service is an essential part of Ms. Sykes daily operations.
Ms. Sykes recently provided Administrative Assistant services at RBC Capital Markets in the Corporate Banking Division from 2006-2021. She met the needs for the Head of Corporate Banking, Managing Directors, Directors, Associates and Analyst. She also assisted in managing all levels of travel, managed/maintained the Executive schedules, and was responsible for the overall coordination of a broad range of services/resources that allowed her department to operate efficiently.
Dawn Marie Babbitt, CPA, Head of Accounting, comes to Redfish Capital with 15 years of diverse accounting experience. She is passionate about helping our clients reach all their financial and operating goals.
Her family are 6th generation Texans and entrepreneurs. Dawn attended University of Central Oklahoma, moved to Houston to be close to her family and finish her Bachelor of Business Administration in Accounting from University of Houston-Downtown. She loves fast pitch softball, yoga and water sports. Dawn has a husband, Randy Babbitt and a son Hayden J Bair. Dawn comes to Redfish Capital with 15 years of diverse accounting experience and is passionate about helping all clients reach all their financial and operating goals. Dawn’s strengths are in business processes, cash flows and financial reporting.