“My goal is that each interaction that clients have with the firm is an exceptional one.”

Brad is the first point-of-contact for clients in his current role, focusing on client communications, operational transparency and excellence, and smooth transfer of funds along with implementation of financial plans. He helps to ensure a high standard of client service.

His friendly exterior is matched by a quiet competitiveness to make sure clients’ intentions are carried out.

Brad is originally from a coastal suburb of Boston, Duxbury, Massachusetts, where he was a competitive swimmer. There he was introduced to the power of investing in the stock market and behavioral finance by his grandmother.

Currently, he lives in Columbus, OH. Outside of the office he plays in a Friday night ice hockey league and enjoys running and working out.

Brad graduated with a Bachelor of Arts degree from Ohio Wesleyan University with a major in Economics and a minor in Psychology. He captained the lacrosse team at Ohio Wesleyan and is still very active with the lacrosse community.