About Brad
Brad enjoys helping clients in all stages of life gain what money can’t buy: peace of mind. He develops holistic retirement plans, builds tax-efficient portfolios to minimize income tax, and implements various planning techniques for clients – including Roth conversion analysis, Social Security planning, minimizing income taxes over a client’s lifetime, and assessing insurance needs. The most rewarding part of his job is putting clients’ best interests first and knowing that his work gives clients the freedom to do the things that bring them the most enjoyment from life.
Brad and his wife, Ashley, live in Wyomissing, Pennsylvania, and have two sons, Jackson and Cameron. Away from the office, he enjoys spending time with friends and family, watching sports, and being involved in his sons’ activities.
Education and Professional Milestones
-Elizabethtown College - bachelor of science with a double major in finance and entrepreneurship
-University of Georgia - certificate in financial planning
-Founded Educate PA, a subscription-based online job database company, which was acquired by another firm in 2023
Brad enjoys helping clients in all stages of life gain what money can’t buy: peace of mind. He develops holistic retirement plans, builds tax-efficient portfolios to minimize income tax, and implements various planning techniques for clients – including Roth conversion analysis, Social Security planning, minimizing income taxes over a client’s lifetime, and assessing insurance needs. The most rewarding part of his job is putting clients’ best interests first and knowing that his work gives clients the freedom to do the things that bring them the most enjoyment from life.
Brad and his wife, Ashley, live in Wyomissing, Pennsylvania, and have two sons, Jackson and Cameron. Away from the office, he enjoys spending time with friends and family, watching sports, and being involved in his sons’ activities.
Education and Professional Milestones
-Elizabethtown College - bachelor of science with a double major in finance and entrepreneurship
-University of Georgia - certificate in financial planning
-Founded Educate PA, a subscription-based online job database company, which was acquired by another firm in 2023