Brad’s clients benefit from his extensive experience in dealing with all types of financial, investment, tax and estate planning matters. Brad leverages this expertise to coordinate the financial guidance he provides his clients.
During his over 30 year career as financial advisor and CPA, Brad has always been passionate about his clients’ overall financial well-being and their investments. Brad founded this firm to provide wealth management services in a unique and value added manner, with a philosophy that is different from traditional brokerage firms.
Brad earned the Personal Financial Specialist (PFS) designation of the American Institute of Certified Public Accountants (AICPA), based on his extensive experience and expertise. Brad has been quoted in the local media, The Wall Street Journal and featured in Investment Advisor Magazine. He was appointed to serve on the BAM Advisor Services Advisor Council during 2005-06, as one of 8 member firms of 100+ firms. He was a founding member of the BAM Masters Forum in 2006, a study group of top BAM affiliated firms which meets throughout the year to learn and compare best practices.
Brad graduated from The University of Michigan’s School of Business Administration, with Distinction, in 1985. He received a Masters in Taxation from Walsh College in 1991. Brad has been a CPA since 1985 and is a member of the AICPA’s Personal Financial Planning Division and the MACPA.
Brad is very active in community organizations. See below for more information.
Why I Love What I Do
I love what I do because we are able to make a meaningful difference in peoples’ lives in so many ways. We provide an investment solution that works, is rational and easy to understand. It is gratifying to assist clients to resolve the complex issues they face. I enjoy the intellectual challenges of the financial markets and tax law changes, as well as the variety of client discussions and interactions.
Wall Street Journal (which I have read daily since high school), NY Times, blog by Seth Godin
Favorite Blog posts I’ve written
Great Relationships, Advice and Wine, May 14, 2013
Wealth, Sports and One Shining Moment, April 2, 2013
Financial Markets Don’t Come with Traffic Signals, October 26, 2011
A Tribute to Jeff Zaslow, February 11, 2012 (an important post I wish I did not have to write)
Purely Personal: Very Happy after 1,921 Days, June 24, 2001
Five Years: Financial Thoughts, June 8, 2011
My 2017 New Year’s Resolution, January 5, 2017
Emergency Planning, June 30, 2016
Trip I want to take
My daughter Rachel and I would like to drive the entire route of US-1 down the eastern coast, from the top of Maine to Key West, Florida. We will hope to do this in multiple parts, with stops to explore the communities and be able to bike in as many states as possible.