Brad has nearly 30 years of experience and is responsible for advising our individual clients with investment, asset allocation, debt management, insurance and estate planning services, as well as developing long-term financial forecasts. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional.
He graduated from Cornell University with a real estate and corporate finance major from the Statler School of Hotel Administration. While at Cornell, Brad was a member of the 1988 Ivy League Championship football team. He is a graduate of the Wharton School’s Securities Industry Institute Executive Management Program. Brad is has been involved in many local community organizations including; prior member of the advisory board of Penrickton Center for Blind Children and a past president of the Bloomfield Hills High School Booster Club. He is also a member of the Cornell University Football Association and Kensington Community Church.
Brad resides in Orchard Lake Village, Michigan, with his wife, Sherri, and their two children, Brent and Brooklyn.