Brad is a Client Service Advisor who believes that financial planning should be personal, not complicated. With 10 years of experience in real estate, he has a deep-rooted passion for helping people navigate big life decisions and prides himself on being a steady, supportive hand for clients as they plan for the future. He loves being part of a firm that prioritizes the Retirement Roadmap and works hard to make sure every client feels heard, valued, and ready for what’s next.

Outside of the office, Brad and his wife stay busy keeping up with their three kids. On any given weekend, you’ll likely find them at the ice rink for a hockey game, out on a local hiking trail, or planning their next family travel adventure.