Brad is devoted to understanding the needs and goals of clients as unique individuals. He provides targeted, comprehensive financial advice to help create a lasting strategy towards achieving client objectives. He is a strong believer in educating and providing resources to clients to assist them in making informed financial decisions. Brad enjoys helping clients achieve successful financial outcomes with in-depth planning. He works with many business owners in managing their 401k plans, business exit strategies as well as executive stock options.

Prior to joining the BR Wealth Management team in 2013, Brad worked as a Financial Specialist with U.S. Bank where he gained experience in the banking and financial industry.

Brad is an Idaho native and a University of Idaho graduate (Go Vandals!). Outside of the office, he enjoys spending time with his wife Catharine, son Lucas and their two dogs, Zeke and Stella. Brad enjoys taking in Idaho's great outdoors. On the weekends you have a good chance of finding Brad at one of the local golf courses.