About Brad
Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition. In addition to working with individual clients, Brad also has extensive experience working with trusts, institutions, nonprofits, 401(k) retirement plans, and municipal pension plans.
Brad is a 25-plus-year veteran of the investment advisory and financial planning industry. Prior to joining Focus Partners Wealth, Brad was with Roof Advisory Group.
Brad has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg. He currently serves on the boards of the Ronald McDonald House of Central Pennsylvania and the Ronald McDonald House Charities Investment Program.
When Brad is not in the office, he enjoys traveling with his family, spending time in Maine, and enthusiastically cheering on his daughter’s and son’s lacrosse teams.
Education and Professional Milestones
-Juniata College – bachelor’s degree
Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition. In addition to working with individual clients, Brad also has extensive experience working with trusts, institutions, nonprofits, 401(k) retirement plans, and municipal pension plans.
Brad is a 25-plus-year veteran of the investment advisory and financial planning industry. Prior to joining Focus Partners Wealth, Brad was with Roof Advisory Group.
Brad has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg. He currently serves on the boards of the Ronald McDonald House of Central Pennsylvania and the Ronald McDonald House Charities Investment Program.
When Brad is not in the office, he enjoys traveling with his family, spending time in Maine, and enthusiastically cheering on his daughter’s and son’s lacrosse teams.
Education and Professional Milestones
-Juniata College – bachelor’s degree