Brad advises high-net-worth individuals, families, and business owners on building and sustaining long-term financial strategies focused on income durability, capital preservation, and risk management. His work emphasizes helping clients navigate the transition into and through retirement with disciplined investment oversight and thoughtful income planning.

He also partners with foundations and nonprofit organizations, providing guidance on investment stewardship, governance, and aligning portfolios with long-term mission and distribution goals.

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 wealth coordination

Licenses:

• Finra licenses: Series 6, 7, 63, 66

• Insurance licenses: AL , AZ , CA , FL , ND , NV , OR , TX , VA , WA