Throughout his nearly 30 year career as a CPA and financial advisor, 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’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.
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.