Brad earned a Bachelor’s Degree from Utah State University in 1999, and a Master’s Degree from Utah State University in 2002. He began work in the financial services industry in 1999 and opened a solo practice in January, 2011.

Brad also earned the CERTIFIED FINANCIAL PLANNER™ designation in 2006. The CFP® certification is a rigorous credentialing process designed to identify those individuals who have met professional standards in regard to education, examination, experience and ethics.  It assures you, the client, of working with a qualified professional who adheres to the principles of integrity, objectivity, competence, fairness, confidentiality and diligence.

Brad holds several securities licenses including series 6, 63, 26 and 7 and he is also insurance licensed.  As a CFP® practitioner, Brad is also licensed as a Registered Investment Advisor Representative and conducts fee only planning for his clients.  This allows for a transparent, objective, client focused fee arrangement.