Brad has provided comprehensive financial planning services to physicians and high-net-worth individuals nationwide since 2015. He is passionate about helping clients define meaningful financial goals and implementing efficient, tailored strategies to achieve them—whether through thoughtful asset allocation, risk mitigation, or alternative investment solutions. Brad is a Certified Financial Planner® professional and a fiduciary, committed to acting in his clients’ best interests at all times. He lives in Nashville, Tennessee with his wife, Natalie, and their two sons. Outside of work, Brad enjoys running, traveling, mountain biking, and most of all, spending time with his family.