Brad has spent the last 26 years building a successful financial services practice as a knowledgeable advisor who works with private clients as well as business owners and business professionals. He began his career in the financial services industry in 1998 after transitioning from a successful career in corporate sales and management. Brad focuses on retirement planning and wealth advisory services as he assists his clients and business professionals with their investment planning and asset management. He also assists business owners with employer sponsored retirement plans. He focuses on customizing and implementing investment strategies designed to help individuals achieve their financial goals without taking on undue investment risk. These strategies include consideration of each individual client’s stated goals, objectives, level of risk tolerance and need for tax efficiency. Brad is a 1986 graduate of the University of Tennessee. He and his wife Marcy have been married for 31 years and reside in Knoxville, TN. They enjoy spending time with family, traveling and outdoor activities. They have two daughters, one lives in Atlanta, GA. with her husband and the other lives in Athens, GA. with her husband.