Brad serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, retirement planning, education planning, estate planning, tax planning, debt planning, and risk management. Brad’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, served as a planning and sales support assistant at a local wealth management firm.
Brad earned his bachelor’s degree in Business Administration from the University of Arkansas. He also earned a Master of Business Administration degree from the University of Missouri-Kansas City.
Brad and his fiancé, Stephanie, are avid dog lovers and enjoy hiking, camping, and traveling with friends and family in their spare time.
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