Brad began his career at DMJ Wealth Advisors, LLC in August, 2007, and 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 frequently attends NAPA’s 401(k) Summit as well as other qualified plan industry conferences to stay abreast of best practices in servicing plans.
Brad resides in Greensboro with his wife, Pam, and son, Ethan. Daughter Kaitlynn was married in January, 2019 and lives close-by in Greensboro. Brad enjoys hiking with his family and riding his bicycle.
Brad is licensed in North Carolina.
EDUCATION
Law Degree from West Virginia University
Phi Beta Kappa from Denison University, B.A. in Economics
MEMBERSHIP
Member, National Association of Plan Advisors (NAPA)
Member, American Retirement Association (ARA)
CREDENTIALS AND COMMUNITY
Qualified Plan Financial Consultant
NC Life and Accident Insurance License