Brad has grown his financial practice over the last 15 years by integrating his background in leadership and team building.
Brad works diligently with his clients. He builds his client’s confidence by taking the time to educate from the start of the relationship. He takes a long term, comprehensive approach to their needs. Each planning approach is specific to each client. His client’s financial goals and objectives are the foundation of his conversations and he continues to review their goals on an ongoing basis.
Brad received his Bachelor of Science degree from Berry College in Rome, GA where he played collegiate basketball. He continued his education and graduated with his MBA from Berry in 2005 while coaching the inaugural women’s volleyball team. Brad also holds the CLU® professional designation from the American College.
Brad is a dedicated member of the community. He partners and volunteers with several organizations including Athlete Connections, Make a Wish, Guys with Ties, and the Central Florida YMCA. Brad married his wife Liz in 2012. Together they enjoy an active lifestyle of traveling, boating and attending sporting events with their season tickets for Dallas Cowboys, Tampa Bay Buccaneers and Orlando Magic. Brad and Liz are proud dog owners of two English bulldogs, Wellington and Risotto.
EDUCATION & CREDENTIALS
- Life, Health, and Annuity Insurance Licenses
- Bachelor of Science Degree – Berry College in Rome - Georgia
- MBA – Berry College in Rome- Georgia
- FINRA Series 65 & 63 Security Registrations