Brad has over 25 years of financial services experience. He graduated Phi Beta Kappa from Denison University with a B.A. in Economics, and subsequently earned his law degree from West Virginia University. Brad holds a Series 7 and 66. Additionally, Brad is Life and Accident licensed in North Carolina.
Brad is a member of the National Association of Plan Advisors (NAPA) and the American Society of Pension Professionals & Actuaries (ASPPA).
Brad is responsible for oversight of service for employer-sponsored qualified retirement plans. In that capacity, he provides plan participants with investment education and assists plan sponsors in implementing processes to meet their ERISA obligations. To further his capabilities in these areas, Brad has earned the Qualified Plan Financial Consultant (QPFC) designation through ASPPA.
Brad resides in Greensboro with his wife, Pam, daughter, Kaitlynn, and son, Ethan. He enjoys hiking and running 5k races as he attempts to keep up with the more accomplished runners in the family.
Brad is licensed in NC.