Brad enjoys bringing a personal approach to client relationships. He has seen that by communicating and understanding client priorities, he can develop a cost-effective and tax-efficient strategy that will help you achieve your most important goals.
Background and credentials
Brad has been a lifelong resident of Central PA. He began in the financial services industry in 2007 and spent the first decade of his career with another independent wealth management firm. Prior to that, he graduated Magna Cum Laude with a Bachelor of Science degree in Marketing and a minor in Finance from St. Vincent College in Latrobe, PA where he was also a member of the baseball team. He earned his Certified Financial Planner™ certification in 2012 and his Chartered Retirement Planning Counselor℠ designation in 2013.
Away from the Office
Brad enjoys spending time with his wife Colleen and their three daughters Allie, Caitlin, and Alaina. He is an avid karaoke singer (country and classic rock primarily) and has turned part of his basement into a karaoke bar. He is a Penn State fan and enjoys golfing and watching all sports. He serves on the board for Capital Area Girls on the Run, and also enjoys volunteering with several other organizations in his spare time.