Atlanta, GA - Georgia Office
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Brad is passionate about helping families reach their financial goals. He provides financial advice to clients on investments, investment strategy, taxes, estate planning, and retirement. His investment strategies are individually tailored and based on each client's financial objectives and risk tolerance. Prior to joining EP Wealth Advisors in 2024, Brad was a senior wealth advisor for CornerCap Investment Counsel for 7 years. Prior to CornerCap, he was a portfolio manager and research analyst for Sheffield Investment Management.
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Brad has a Bachelor's degree in Biomedical Engineering from the University of Iowa. He also holds an MBA and a Master's degree in Finance from the University of Colorado at Denver, is a Chartered Financial Analyst® (CFA®) charterholder and holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.
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Brad retired as an Army lieutenant colonel in 2012. Brad served on active duty in Germany, South Korea, Hawaii, Texas, Colorado, Massachusetts and North Carolina. His leadership assignments included Chief Financial Officer for multiple Army hospitals throughout the US and overseas culminating his military career as the Director of Business Operations at the largest Army medical center in the Department of Defense at Fort Bragg, NC.
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Married to his wife, Lee, for over 25 years, Brad is a proud father to their three young adult sons. He enjoys traveling, spending time with family, and engaging in outdoor activities. Brad is also an avid reader in finance, investments, and military history.
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