Brad focuses on creating value for our clients through recognizing the real purpose of our client's assets, which is to help them realize their short and long-term goals such as retirement planning, college education funding, tax management and estate planning.
He is a CERTIFIED FINANCIAL PLANNER™ professional, meaning he has met the standards of the independent CFP® Board which include: rigorous education, examination, experience and ethics requirements. He also holds the Wealth Management Specialist designation which is awarded to Financial Advisors who have successfully completed a comprehensive financial planning training program and have satisfied annual continuing education requirements.
Brad graduated from the Metropolitan State University of Denver with a degree in Finance. Brad is a native of Denver, Colorado and is an avid outdoorsmen in his free time and enjoys fly fishing, hiking and golfing. When not working you can often find him in the mountains with his three dogs Marley, Bones and Keenan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.