Brad started his career in public accounting obtaining his CPA license in 2016. He had the privilege of working for a large international accounting firm in downtown Chicago, a national firm focusing on faith-based nonprofits in Colorado Springs, and a local accounting firm in Wenatchee, providing him with a wide array of exposure to industries and business sizes. Brad made the transition to financial advising in 2021. He loves to help clients plan for the future and align their finances with their long-term goals.
Brad and his wife Hailey moved to Wenatchee in the winter of 2019 seeking a strong and safe community to raise their children. Brad is passionate about his faith and family first and foremost. He enjoys all racquet sports but is currently hooked on pickleball. He also enjoys golfing, hiking, and winter sports.
He volunteers with First Tee to equip youth with life skills learned through the game of golf. He is also a member of the Wenatchee YMCA’s Finance Committee. Lastly, he volunteers in various capacities at his local church.
Series 65 – Uniform Registered Investment Adviser
CPA – Certified Public Accountant Washington State