Brad graduated from Virginia Tech where he earned bachelor degrees in Finance and Business Management. He then obtained a Masters in Financial and Tax Planning from San Diego State University.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is well versed in the areas of portfolio and risk management, retirement strategies, tax & legacy planning, and investment strategy. Brad began his career in the investment services industry in 2007, and most recently was a Wealth Manager at a Fortune 500 firm.
Brad is passionate about providing comprehensive financial planning tailored to the unique needs of each client he serves. He has extensive experience serving the military community and their families as well as business owners.
Originally from Virginia, Brad is an outdoor enthusiast with an affinity for the ocean which drew him to Southern California in 2004. He now lives in San Diego with his wife and 2 children. Brad enjoys surfing, soccer, hiking, and traveling with his family.