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 served as branch manager for a local financial services firm for seven years prior to making the decision to open a solo practice in January of 2011.

Brad also earned his Certified Financial Planner™ designation in 2006. The CFP^® certification is a rigorous credentialing process designed to identify those individuals who've met professional standards in regard to education, examination, experience and ethics; and assures you, the client, of working with a qualified professional who adheres to the principles of integrity, objectivity, competence, fairness, confidentiality and diligence.