Greater Portland Region and Vancouver, Washington Office
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Brad is a Vice President at EP Wealth Advisors® and a CERTIFIED FINANCIAL PLANNER ®. He especially enjoys working with people to help them attain their financial goals, and finds it particularly satisfying when he helps them realize that their dreams are within reach. Currently, Brad works with high-net-worth clients in financial planning, cash flow management and retirement strategies.
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A combination of several bad experiences with stockbrokers and annuity salespeople, and a commitment to doing what is right for clients, led him to a career as a financial planner.
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A native of the Pacific Northwest, Brad earned his B.A. from the University of Oregon and a Certificate in Financial Planning from the University of Portland. He also holds the CERTIFIED FINANCIAL PLANNER™ professional certification and is a member of the Financial Planning Association.
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Brad and his wife Lois live in Portland, Oregon and spend a few months of the winter in Palm Springs. His other interests include golf, traveling, and following the Oregon Ducks football team.
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