Bradford
Throughout his career, Brad has worked directly with clients at many stages of life, helping them navigate retirement decisions, family and estate planning considerations, and the often‑overwhelming task of organizing and consolidating their financial lives. He’s especially passionate about financial planning, where he enjoys helping clients clearly see where they are today, what opportunities exist for improvement and how thoughtful decisions now can positively shape their future.
In his day-to-day role as an advisor, his approach is rooted in education, which involves breaking down complex financial topics into understandable options so that clients are empowered to move forward with confidence rather than uncertainty.
As a Certified Financial Planner® professional, Brad helps clients make informed decisions across the full scope of their financial lives – from retirement and estate considerations to long‑term goal alignment. He strives to return client inquiries promptly, provide clear answers and remain a steady presence during both routine and emotionally significant moments.
Guided by the principles of hard work and leaving people better than he found them, Brad is dedicated to building long‑term relationships that help his clients feel supported, informed and genuinely well taken care of as their lives and goals evolve.
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Brad earned a Bachelor of Arts in economics with a minor in psychology from Ohio Wesleyan University, an academic foundation that supports both analytical thinking and a people‑first approach to planning.
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He’s passionate about giving back and plans to volunteer with a local food kitchen in Boston and become a mentor through Big Brothers Big Sisters of America.
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Originally from Duxbury, Massachusetts, Brad now lives in Boston and enjoys staying active through fundamental strength workouts, marathons and HYROX competitions, with future goals of training for triathlons and an Ironman.
Finer points
Are you a morning person or a night owl?
Morning person, I wake up from my alarm right away and start the day!
Do you have any brothers or sisters?
I have a younger brother, Jonathon, who lives in Burlington, Vermont, and an older sister, Alex, who lives with her husband and my beautiful niece and nephews in Fort Riley, Kansas.
What’s one item on your bucket list?
I’d love to go see the Grand Canyon!
What’s your favorite way to stay active and healthy?
I’m very passionate about staying active. My workouts focus on fundamental movements with cardio and strength. I’ve ran a marathon and competed in a HYROX competition and I’m hoping to add a half Ironman to the list soon.
What’s your favorite place you’ve ever visited?
My favorite place that I frequent would be my grandmother’s house in Ocean Point, Maine. It’s a wonderful place to relax and enjoy the beautiful ocean views!
What’s one thing you couldn’t live without?
My significant other, Katie!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
