Brad has over two decades of experience in the financial services industry. Before joining SYV Wealth Advisors, Brad was a Divisional Vice President at AIG, Prudential, and John Hancock where he worked with and coached financial advisors on retirement issues and retirement income planning. Brad has his Chartered Retirement Planning Counselor™ (CRPC®) Designation conferred by College for Financial Planning.. The CRPC® helps financial advisors by guiding them through specialized tax and estate objectives and strategies for a retiree and presents the financial and emotional aspects of financial planning that are unique to the retirement process. Brad served as a company spokesperson presenting countless times on retirement issues, Social Security planning, and income distribution.
Brad and his wife Christine have roots in the Santa Ynez Valley and were motivated to create a better life for their family. They are blessed to have two beautiful kids, Brodie (13) and Aubrey (10) and dog, Rocco. They enjoy live music of any kind, traveling with their extended family and friends, and taking advantage of our gorgeous surroundings. You will most likely see them watching Brodie play basketball and Aubrey ride horses and dance. They are enjoying the community and look forward to serving and giving back whenever possible.