Partner, Financial Planner

Brad has offered comprehensive financial planning services to physicians and high net worth individuals all over the country since 2015. He is passionate about helping clients develop goals as well as finding the most efficient ways to achieve them, whether that’s exploring risk mitigation/alternative investments/asset allocation strategies/etc. Brad is a Certified Financial Planner® as well as a fiduciary. Brad lives in Nashville, TN with his wife, Natalie, and their two boys. In his spare time he enjoys running, traveling, mountain biking, and most importantly spending time with his family.

Supporting Team