Brad Gibb
Managing Partner
Brad leads the design and governance of Sovereign’s private wealth work, connecting tax strategy, entity architecture, and the family’s broader decision system.
About Sovereign
A private wealth firm built around the decisions between disciplines.
Sovereign brings personal wealth, business equity, tax strategy, capital decisions, investments, and long-term governance into one accountable operating system.
The people accountable for the work.
The team works across strategy, implementation, reporting, tax, capital, and client operations, with clear ownership of both the complete mandate and each discipline within it.
Partners
Josh Mercer
Partner & Chief Financial Officer
Josh leads financial operations, reporting, and implementation across Sovereign, bringing discipline to how decisions move from strategy into execution.
Brenden Hitzman
Partner, Sovereign Capital
Brenden leads Sovereign Capital and the firm’s private investment work, overseeing opportunity sourcing, diligence, and capital deployment within the context of each family’s complete balance sheet.
Operating team
Austin Franklin
Chief Operating Officer
Dave Tenney
Corporate Controller
Tanner Cheney
Tax Strategist
Lexie Mann-Shomo
Client Operations
One owner of the system. Clear responsibility inside every discipline.
Integration works when decision rights, professional responsibilities, and follow-through are explicit.
Sovereign
Owns the integrated strategy, decision sequence, implementation rhythm, and current view of the complete system—and carries the work forward.
Outside specialists
CPAs, attorneys, insurance professionals, custodians, and other advisors retain responsibility for the licensed and technical work inside their disciplines.
The family
Keeps decision rights and receives one coordinated picture with clear options, tradeoffs, owners, and next moves.
One firm across private wealth, capital, ventures, and protection.
Sovereign's work follows the decisions that shape how wealth is built, deployed, protected, and governed.
Each part of the platform has a distinct mandate and team. When the work intersects, Sovereign coordinates the context, responsibilities, and decisions around the family or company.
Sovereign Private Wealth
Integrated private wealth strategy and ongoing governance for founders, operators, executives, and families whose financial decisions cross disciplines.
Sovereign Capital
Capital sourcing, diligence, and selective investment work across companies, families, and aligned partners.
Sovereign Ventures
Operating partnerships for companies that need finance, strategy, and hands-on execution.
Sovereign Life
Insurance design and coordination when protection, liquidity, succession, or capital strategy calls for it.
Three principles behind the work.
Clarity before strategy
The complete picture comes first. Every recommendation begins with current facts, visible constraints, and the family’s priorities.
Structure creates independence
Clear entities, capital roles, decision rights, and operating systems reduce dependence on memory and individual heroics.
Governance makes it durable
Documented decisions, a standing cadence, explicit accountability, and regular adjustment keep the system current.
Begin with context
Start with the situation in front of you.
Tell us what is changing, unresolved, or worth a conversation. The right people at Sovereign will take it from there.
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