Brad has over 21 years of experience in the investment industry, guiding clients through various stages of life. His focus is on helping clients create personalized financial plans based on clear, defined goals rather than relying solely on market returns.
As a Certified Retirement Planning Counselor® (CRPC®) and Accredited Wealth Management Specialist® (AWMS®), Brad brings advanced experience to his practice, ensuring that clients receive informed, strategic advice for their retirement and wealth management needs.
Brad resides in Thompson’s Station with his wife, Ashley, and their children: son Carter, and daughters Meredith and Sara Beth. The family is active in their community, attending Thompson Station Church, where Brad serves on the Connections Team and serves on the Finance Team. Outside of work, Brad enjoys golfing, going on dates with his wife, and spending quality time with his family.