About
Brad
Brad brings more than 10 years of experience in financial services to Focus, including seven years dedicated to wealth management and comprehensive financial planning. Brad works closely with individuals and families to develop comprehensive financial strategies encompassing retirement planning, investment management, tax planning, estate planning, and cash flow management.
Brad’s goal is to help clients navigate complex financial decisions so they can feel confident and have clarity around their finances. He believes money should help people live better lives—not create more anxiety—and is happiest when helping clients align their financial decisions with what matters most to them. He especially enjoys helping widows, recently divorced clients, and those experiencing major life transitions such as retirement. These transitions often bring significant uncertainty, and Brad finds great purpose in helping clients make informed decisions and move forward with confidence.
Outside of work, Brad maintains an active lifestyle and enjoys traveling (22 countries and counting), volunteering as a BBYO chapter advisor, and playing competitive ultimate frisbee. He is married to a fellow financial advisor, so conversations about money often continue long after the workday ends. At home, Brad enjoys spending time with his semi-famous cat, who has been featured on several PetSmart products.
Education and Professional Milestones
-Boston University - bachelor’s degree in finance, graduated magna cum laude
-Kansas State University – master’s degree in financial planning
Brad brings more than 10 years of experience in financial services to Focus, including seven years dedicated to wealth management and comprehensive financial planning. Brad works closely with individuals and families to develop comprehensive financial strategies encompassing retirement planning, investment management, tax planning, estate planning, and cash flow management.
Brad’s goal is to help clients navigate complex financial decisions so they can feel confident and have clarity around their finances. He believes money should help people live better lives—not create more anxiety—and is happiest when helping clients align their financial decisions with what matters most to them. He especially enjoys helping widows, recently divorced clients, and those experiencing major life transitions such as retirement. These transitions often bring significant uncertainty, and Brad finds great purpose in helping clients make informed decisions and move forward with confidence.
Outside of work, Brad maintains an active lifestyle and enjoys traveling (22 countries and counting), volunteering as a BBYO chapter advisor, and playing competitive ultimate frisbee. He is married to a fellow financial advisor, so conversations about money often continue long after the workday ends. At home, Brad enjoys spending time with his semi-famous cat, who has been featured on several PetSmart products.
Education and Professional Milestones
-Boston University - bachelor’s degree in finance, graduated magna cum laude
-Kansas State University – master’s degree in financial planning