Brady Cox

As The Sum’s resident CPA and Tax Manager, Brady provides expert tax planning advice to enhance clients’ financial plans. He collaborates with our financial advisors and provides detailed guidance on income optimization to help clients minimize their tax burden. With more than a decade of experience, Brady’s expertise provides a deeper level of insight that contributes significantly to the team's collective tax knowledge.

Brady is an adept problem-solver and passionate teacher. He has a knack for grasping the bigger picture of a client’s financial situation and identifying practical steps to help them accomplish their goals. A lifelong learner, he enjoys research and makes it a point to stay informed of changes in the industry and sees each scenario as an opportunity to grow. His favorite part of his job, though, is building personal relationships with clients. In every conversation, his goal is to build trust and give them clarity about their tax strategies so they feel confident about their path forward.

Brady graduated from Abilene Christian University with both a bachelor's and a master's degree in accounting. He began his career as an auditor at a small public accounting firm in Houston, Texas, and over the years, gained valuable experience in corporate finance as an internal auditor, finance manager, and in other corporate accounting positions. Ultimately, his passion for helping people led him to pursue a slightly different path. When a mutual friend introduced him to Michael and The Sum, he found he could leverage his experience and talents as a Tax Manager and help people in a more personal, meaningful way.

Brady’s personal life is deeply rooted in faith and family. He and his wife Christa both grew up in Houston and enjoy spending time with their nearby parents and siblings. They are actively involved in their church (they currently lead one of its house churches), and in his free time, Brady enjoys playing in the church volleyball league.

In 2017, he served with Mercy Ships, an organization of mobile hospitals that provides surgeries for different countries in West Africa. He spent a year aboard one of their ships as a Senior Accountant, and his wife, a nurse, spent several months serving as well.

In their free time, Brady and Christa love to travel, and recently spent four weeks in Europe exploring the UK, Belgium, and the Netherlands. Brady is also a fan of disc golf and board games like Settlers of Catan and Dog.