Brad has been helping clients achieve their financial goals since 1981. He graduated from Washington State University with a BA in Business Administration in 1979. Brad holds his Series 7, 8, 63, 66 and life, variable life and long term care insurance licenses. He also attended Ed Slott's IRA Distribution Expert Workshop in 2005. Brad is passionate about helping clients avoid common IRA mistakes, converting their wealth into retirement income, and developing creative ways to pass assets onto future generations and/or charities.
Born and raised in the Tri-Cities, Brad lives in Richland with his wife, Jennifer, is a proud father of four and grandfather of three! He served two terms on the Kennewick City Council, including one term as mayor. Presently, Brad is a member of the Advisory Council at Washington State University Tri-Cities (former Chair), serves on the board of directors for the Tri-City Development Council (TRIDEC) and is also a member of Tri-Cities Evolution, a local governance task force.
His community service has been recognized twice by RBC Wealth Management: Brad received the 2014 Dick McFarland Volunteer of the Year Award, recognition given by the RBC Foundation-USA every year to one employee for outstanding volunteer commitment and community service. In 2012, he was the recipient of the RBC Wealth Management Branch Director Community Service Award, an award presented annually to one branch director who, together with their employees, truly serve the communities in which they do business.
He enjoys playing golf and rooting on his Cougs and the Green Bay Packers, of which he is a shareholder and fairly new season ticket holder after spending 29 years on the season ticket waiting list!