About Brad
Brad knew from an early age that the financial world was his passion. Today, as a Senior Wealth Advisor, he enjoys helping clients in all stages of life gain what money can’t buy: peace of mind. He develops holistic retirement plans, builds tax-efficient portfolios that aim to minimize income tax, and implements various planning techniques for clients – including Roth conversion analysis, Social Security planning, minimizing income taxes over a client’s lifetime, and insurance planning. The most rewarding part of his job is knowing that his work gives clients the freedom to do the things that bring them the most enjoyment from life.
Outside of Focus Partners Wealth, Brad founded Educate PA in 2013, a subscription-based online job database for educators. After growing the company for 10 years, it was acquired by another firm in 2023.
Brad and his wife, Ashley, live in Wyomissing, Pennsylvania, and have two sons, Jackson and Cameron. Away from the office, he enjoys spending time with friends and family, watching Philadelphia sports, and being involved in his two sons’ activities.
Education and Professional Milestones
- Elizabethtown College – Bachelor’s Degree with a double major in Finance & Entrepreneurship
- University of Georgia – Certificate in Financial Planning
Brad knew from an early age that the financial world was his passion. Today, as a Senior Wealth Advisor, he enjoys helping clients in all stages of life gain what money can’t buy: peace of mind. He develops holistic retirement plans, builds tax-efficient portfolios that aim to minimize income tax, and implements various planning techniques for clients – including Roth conversion analysis, Social Security planning, minimizing income taxes over a client’s lifetime, and insurance planning. The most rewarding part of his job is knowing that his work gives clients the freedom to do the things that bring them the most enjoyment from life.
Outside of Focus Partners Wealth, Brad founded Educate PA in 2013, a subscription-based online job database for educators. After growing the company for 10 years, it was acquired by another firm in 2023.
Brad and his wife, Ashley, live in Wyomissing, Pennsylvania, and have two sons, Jackson and Cameron. Away from the office, he enjoys spending time with friends and family, watching Philadelphia sports, and being involved in his two sons’ activities.
Education and Professional Milestones
- Elizabethtown College – Bachelor’s Degree with a double major in Finance & Entrepreneurship
- University of Georgia – Certificate in Financial Planning