Sr. Associate
Independent Financial Services
Brad has been a licensed Financial Advisor with Independent Financial since 2005 and a Certified Financial Planner since 2016. He delivers personalized investment and insurance solutions with a client-focused approach. He recognizes that each client’s financial situation is unique and provides tailored advice to support a wide range of goals, from purchasing a home or funding education to retirement planning, wealth preservation and risk protection.
He ensures that every financial strategy reflects the client’s individual or business needs and regularly reviews goals and circumstances to keep plans aligned and on track for long-term success.
Outside of work, Brad and his wife Stacey have two active children, Austin and Acadia.
