
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 their goals. Brad is a strong believer in
educating and providing resources to clients to assist them in making informed
financial decisions.
Prior to joining the Beto Randolph 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. He worked closely with clients
helping them achieve their wealth management and lending needs. In his role with
BRWM, Brad is able to place trades, and provide expertise on planning services. Brad
holds Series 7, 63 and 65 Securities Registrations.
Brad is an Idaho native,
and earned his Bachelor of Science in Advertising from the University of Idaho.
Outside of the office, he enjoys spending time with his wife, Catharine and their
two dogs, Zeke and Stella. Brad enjoys taking in Idaho's great outdoors; skiing,
hiking, mountain biking, camping and fishing. On the weekends, you have a good
chance of finding Brad at one of the local golf courses.