Jaie Locke

Founding Partner & Financial Educator

Jaie has over 25 Years in the financial services industry with many spent as a regional consultant to Financial Advisors in the most well known firms in the industry. With expertise in Mutual Funds, Life Insurance, Long-Term Care, Annuities, and Cryptocurrencies, Jaie’s career has equipped him with an impressive skillset and perspective related to financial planning. His reputation as an innovative thinker has provided him with the opportunity to excel while managing growth and expansion projects. Today, Jaie is a founding partner of Quantum Financial Strategies; a financial firm was built upon the commitment to Educate and Empower the financial lives of their clients.

P. 281-982-0607

F. 469-470-0605


Brad Picha

Founding Partner & Financial Educator

Since 2014, Brad Picha has dedicated his career to studying financial practices of the wealthy, then adapting those techniques to maximize his Clients’ portfolios. With expertise in Financial Modeling, Insurance, Investments, and Legacy Planning, Brad provides guidance in all facets of financial planning and finds particular satisfaction when working within markets that are underserved. As Co-Founder and Financial Educator at Quantum Financial Strategies, Brad utilizes education as a means to empower his Clients, so that they can restore confidence in their financial decision making.

P. 469-470-0601

F. 469-470-0605



Financial Strategies

N. TX Office

Waxahachie, TX

S. TX Office

Katy, TX 


​(469) 470 - 0606


(281) 982 - 0607


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Advisory services are offered through  PL Wealth Advisers, LLC ("PLW"), a registered investment adviser with its principal place of business in the State of Utah. PLW only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. PLW’s Investment Adviser Representatives may only conduct business with residents of States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. This website is provided for informational purposes only. The information contained herein should not be construed as the provision of personalized investment advice. Information contained herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security or investment. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. For information about the registration status of PLW and its representatives, as well as the firm’s business operations, please consult the firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) or upon written request to the firm.