Our Managing Partner, Brad Small, co-founded CoActive Wealth Strategists in 2011 to serve our clients and empower them to reach their financial goals. In addition to leading the team, Brad offers our clients a variety of services including: fee-based financial planning, insurance (life, disability, income, and long-term care), as well as various personal, educational, and retirement investment strategies. He also holds several professional financial licenses: Series 6, Series 7, Series 63, and Series 65.
For decades, Brad has carried out his “serve first” philosophy for both individuals and corporations. What sets him apart from other financial advisors is his process—by truly understanding his clients’ needs, Brad is able to present unique solutions that fulfill each individual’s financial objectives. Additionally, he collaborates with his clients on an on-going basis to optimize their financial plan for lasting success.
His passion for financial literacy goes beyond the office. Brad earned his bachelor’s degree at Elizabethtown College where he is currently pursuing a Masters in Financial Planning and Wealth Management. Oftentimes you will find him guest lecturing on a variety of topics within the financial services industry.
An active leader in the community, Brad has served as President of the Reading Association of Insurance and Financial Advisors and board chair of the Berks County Chapter of the American Red Cross. He was also a member of the Estate Planning Council of Berks County, the board of the IM ABLE Foundation, and the Hawk Mountain Council of the Boy Scouts of America.
Brad is also the founder and curator of the Small Steps Scholarship Fund—which has given more than 20 stellar high school graduates the opportunity to further their education.
Brad resides in Berks County with his wife Melissa, son Benjamin, and their dog Ivy. Outside of work you will often find him staying active, golfing, camping with the Boy Scouts, and gardening.
Form ADV Part 2
Our Vice President, Doug, joined the CoActive Wealth family in 2020. Every day he meets with clients in-person or virtually, as well as manages our client’s assets and researches innovative strategies to optimize their financial plans.
Doug has a decades-long and award-winning track record of success in the financial services industry. His dedication to his clients is the reason he has maintained a large customer base of loyal, long-time clients.
Doug is FINRA registered 6, 7, 63 and 65. He holds a license for Life and Health Insurance as well as Property and Casualty Insurance in Pennsylvania, in addition to several other states. He also earned the Life Underwriter Training Fellow designation (LUTCF).
What makes Doug’s approach unique is that he cares about building trust with his clients. By developing a relationship as their trusted advisor, he is able to effectively collaborate with his clients to make planning simple and approachable. This empowers his clients to successfully move forward with their own unique financial plan.
Outside of the office, Doug serves as the Board Chair of the Pottstown Health and Wellness Foundation, chairperson of the Brookside Country Club Membership Committee, member of Rajah Shrine, Reading Lodge #549, and has been a member of National Association of Insurance & Financial Advisors since 1985.
Doug has been actively involved in the National Association of Insurance and Financial Advisors (NAIFA). He served as President of NAIFA-PA, was a graduate of NAIFA Leadership in Life Institute, and has chaired the NAIFA-TriCounty’s Pennies for Bear Golf Fundraiser for over 30 years.
Doug enjoys spending quality time with his wife Bonnie and their family. He loves to travel, cook, golf, fish, and hunt as well.
CLU, ChFC, Securities License, Life, Health and Annuities
Our Financial Consultant, Bill, has been educating and serving our clients at CoActive Wealth Strategists since 2013. He brings a wealth of knowledge and decades of experience in insurance and financial services. On an average day, you will find Bill meeting with clients in-person or virtually, as well as managing their financial plans for optimal success. He also holds several professional financial licenses: Series 6, Series 63, and Series 65.
Prior to joining the team, Bill was a financial advisor at John Hancock Mutual, and then was a brokerage agent. He earned a bachelor’s degree in education from Lyndon State College and is also a graduate of the Leadership in Life Institute—a program specifically designed by the National Association of Insurance and Financial Advisors (NAIFA).
Bill has always valued education, and in turn that has helped him build trust with his clients over many years. He finds genuine satisfaction helping people learn and teaching others how to be financially successful.
Outside of the office, Bill has served as NAIFA – State of Pennsylvania President, board member, and remains an active member. He is also a member of the Jordan/Martin Lodge, F&AM (a 32nd degree member of the Valley of Lehigh Scottish Rite Consistory), the Rajah Shrine, Fraternal Order of Orioles Nest 22, Travelers Protection Association, American Legion, and the Vietnam Veterans Association.
Bill and his wife Cindy reside in Allentown. They share a son, Christopher, a daughter, Robin, and six grandchildren. In his free time, Bill enjoys the outdoors—including sailing, hunting, fishing, ice hockey, canoeing, playing golf and spending time at the beach.
Our Office Manager, Heather, provides more than administrative duties - she is an integral team member in supporting day-to-day assistance for both our clients, and team of advisors. Heather oversees the efficient operation of our office and contributes in driving sustainable growth for our clients. She has also completed her certification as a public notary in the Commonwealth of PA.
Prior to joining CoActive Wealth Strategists in 2018, Heather was instrumental in assisting her husband Craig in the successful growth of Berks-based business Environaire Corporation as a 3 state distributor for Rexair, Inc. Her 25+ years of experience in the family business encompassed overseeing the financial operations, payroll, training, and promoting impeccable customer service. Her earlier experiences included customer service positions at ATT/Bell Telephone in both Reading and King of Prussia.
Heather’s passion for customer service extends beyond her professional career - she is a dedicated community advocate. She became active in providing assistance in various Conrad Weiser fundraising programs, where she volunteered for 15 years as advertising coordinator for the PTO Craft Show, vice president of the Booster’s Club, and scorekeeper for the Weiser varsity lacrosse team.
In addition, Heather was involved with Easter Seals of Berks/Lehigh where the family Co-chaired the Y102 Radio-thon for 5 years, the Opportunity House Souper Bowl, Children’s Home Christmas party, and continues her commitment with charitable work as a member of CoActive’s philanthropic vision!
Heather and her husband Craig reside in Reinholds. They have raised 3 boys. Their passion for gardening, provides a positive environment in providing a healthier lifestyle. Heather’s loofas, grown in her garden; even make their way into her homemade soaps. She is an avid reader, loves to travel and stays active through exercise - especially with her dog Ellie.
Ellie, an Australian Blue Heeler; is a well - trained Coactive team member whose achievements include her agility competitions medals. As our resident “Director of Happiness”, Ellie can occasionally be found “working” at the office greeting clients and having a ball!
Wendy joined the firm in 2019 and works part time in the office. You will find her answering phones, maintaining our record repository, and assisting with other tasks as assigned.
Wendy enjoys helping people address their concerns, learning new things, understanding how things work and finding solutions.
She earned a B.S. in Secondary Education, focusing on mathematics, from Kutztown University. Due to health concerns, she realized that teaching was not in her future. She then accepted a position as a full-time administrator at a church office. She was kept busy with a preschool, church programming, tenants, and a large facility to run. Everyday brought new challenges, and she found fulfillment helping people.
Wendy currently serves on the board of the West Berks Mission District and is a board member, board secretary, and singer with Opus One: Berks Chamber Choir.
Until last year, she served on and was a founding member on the board for the Muhlenberg Churches Food Pantry where she helped to grow the program from serving six families its first month to serving more than 160 families monthly.
For 30 years Wendy organized blood drives in her community, holding four drives yearly, and is also a frequent blood donor. She encouraged people to try donating as a way to be of service to others.
She served as a member of the advisory group for Thrivent Builds with Habitat for Humanity in Berks County, where she assisted in raising funds and organizing construction of over 12 homes.
Wendy has always enjoyed music, performing in high school musicals, her church choir, and a hand bell choir and also in small ensembles. She enjoys the challenge of mastering difficult pieces and the satisfaction that it brings. That love of music now shows in her involvement in Opus One: Berks Chamber Choir singing in the main choir as well as a select choir, ECHO.