Since 2005, Brad has offered comprehensive financial planning to businesses, individuals and families. Understanding clients’ current issues and focusing on future goals are the building blocks to servicing his clients’ needs. Strategic asset management, education planning, retirement planning, and estate planning are specific areas he specializes in. Brad utilizes the financial planning process to drive recommendations that his clients can use today and use for tomorrow.
Brad received a B.A. degree in Finance and International Business from Pennsylvania State University, University Park, Pennsylvania. He holds the Series 7 through LPL Financial, and 66 through LPL Financial and Good Life Advisors, LLC. In 2013, Brad earned the Accredited Investment Fiduciary (AIF)® designation. He is also licensed to sell and advises clients on life, disability, health, Medicare, and long-term care insurance.
Brad currently resides in Douglassville, Pennsylvania with his wife, Tricia. In his personal time, Brad enjoys traveling, hiking, hunting, fishing, golf, and Philadelphia sports.