Brad works with individuals, families, and nonprofit organizations to develop long-term strategies designed to support sustainable income, preserve capital, and manage financial risk over time. His work often focuses on helping clients transition successfully into retirement while maintaining disciplined oversight of investment strategy and income planning.

In addition to his private client work, Brad advises foundations and nonprofit organizations on investment stewardship and governance, helping ensure portfolios support long-term missions and distribution objectives.

Areas of Focus:

• Retirement income and distribution strategy

• Risk management and asset protection planning

• Foundation and nonprofit investment oversight

• Long-term portfolio stewardship

• Philanthropic and legacy planning

• Multi-generational financial coordination