Brad was introduced to the financial market by his grandparents when he was young and has since had a desire to learn more. He believes that transparency with clients and coworkers help maintain a great relationship and enjoys meeting new people and learning about their lives.
He graduated with a Bachelor of Arts degree from Ohio Wesleyan University with a major in Economics and a minor in Psychology. He played lacrosse at Ohio Wesleyan where he was captain his senior year and is still very active with the players, coaches, and lacrosse community. He is also a member of the Theta Deuteron Chapter of Phi Gamma Delta, where he took on roles as the social chair and pledge educator, and continues to be involved within the chapter as an alumni. He is in the process of working toward his Series 7 license.
Brad is from Duxbury, Massachusetts, and an avid sports fan (Go Patriots!). He currently lives in Columbus, OH. Outside of the office, he enjoys staying physically active by playing lacrosse, running and working out. He also likes adventuring to different parks and trails, and enjoys finding new restaurants with great food. If there are any places you suggest let him know!