Brad has been in the finance industry for over 20 years, starting on the mortgage arm of a national home builder as an Investor Coordinator and Bond Specialist for his first 5 years before moving into the investment industry and working for one of the largest investment firms in the country for 16+ years. Brad has worked as a Relationship Manager for ultra-high net worth clients as well as a Financial Advisor, where he has pursued his passion of helping clients realize their dreams by developing long-term partnerships and suitable financial plans to fund what is most important in their lives.

Brad holds a bachelor’s degree in Finance & Economics, graduating Summa Cum Laude from Grand Canyon University. Brad is also a CERTIFIED FINANCIAL PLANNER™ practitioner and has previously held several FINRA licenses including the Series 6, 63, 65, & 7.

Brad lives in Charlotte, North Carolina, with his wife Laura and children Zoe & Owen. He also spends time with his family at his home in Michigan, where they enjoy lake life, fishing, and the outdoors in general.

In his downtime, Brad enjoys watching his daughter play softball with her travel team, his son’s bowling league, golfing, and family bowling night every Tuesday in the summer.