Senior Vice President
Financial Advisor, LPL
"I help individuals prepare for life changing events, increase income, and decrease taxes through conservative investments."
Brad helps individuals, families and small businesses attain financial independence. He takes time to get to know you, helping define and prioritize your personal goals. Then, using cutting edge financial planning tools, Brad presents a personal financial plan for consideration. A plan reflecting your goals, comfort with risk and personal preferences. Once in place, Brad periodically invites you to review the plan's performance. Periodic review is crucial to keeping your plan on track as life situations and economic conditions change.
Brad began his career in financial services in the late 1970's, joining Central Investment Advisors in 1995. A devoted husband, Brad and wife, Marty, are the delighted parents of two sons, Max and Ben, and doting grandparents of a trio of granddaughters. In his spare time, Brad stays active, enjoying skiing, biking, hiking and golf.
In today's complex and ever changing financial marketplace, it's important to take time to prepare for the future. Call, email or stop-in to schedule a one-on-one conversation with Brad.