Brad has spent the past 17 years helping clients make better financial decisions by helping them recognize opportunities and avoid pitfalls throughout their different stages of life. In Brad’s opinion, an effective financial plan should be based on achieving goals, and not chasing market returns.
Brad brings an added layer of knowledge with his Certified Retirement Planning Counselor® and Accredited Wealth Management Specialist® certifications.
Brad and his wife, Ashley, reside in Thompson Station, with their son, Carter, and two daughters, Meredith and Sara Beth. They attend Thompson Station Church where Brad teaches in the youth group and serves on the Finance Team. When Brad isn’t at work, he enjoys golfing, taking his wife on dates, and spending time with his family.