About Me
Experience
Brad has more than 20 years of experience in the financial services industry. He began his investment industry career in 1998 with Robert W. Baird and Co. and joined Stifel in 2008. Prior to becoming a financial advisor, he spent four years working on Capitol Hill as a Legislative Assistant for a member of Congress.
Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Brad has received in-depth training on the duties of good faith and standards of care, insurance reviews, tax strategies, estate planning issues, and retirement planning. He earned a Bachelor of Arts degree in Business Administration and English from Washington State University and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Philosophy
Brad is dedicated to delivering exceptional service and helping clients feel comfortable with their investments. Since there is no “one-size-fits-all” solution, and answers to important questions are often different for everyone, Brad takes the time to gain a thorough understanding of each client’s unique situation and then offers relevant investment strategies tailored to their specific needs. He provides his clients with individualized, comprehensive, data-driven financial guidance.
Brad’s ultimate responsibility is to help clients work toward their financial goals. By establishing strong, enduring relationships with his clients, together they can create a plan suited to their financial needs and legacy.
Community Involvement
Passionate about youth betterment and education in the community, Brad is a former Board Member with Youth Haven and the Chairman of the Gene Doyle Scholarship Committee.
Brad has more than 20 years of experience in the financial services industry. He began his investment industry career in 1998 with Robert W. Baird and Co. and joined Stifel in 2008. Prior to becoming a financial advisor, he spent four years working on Capitol Hill as a Legislative Assistant for a member of Congress.
Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Brad has received in-depth training on the duties of good faith and standards of care, insurance reviews, tax strategies, estate planning issues, and retirement planning. He earned a Bachelor of Arts degree in Business Administration and English from Washington State University and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Philosophy
Brad is dedicated to delivering exceptional service and helping clients feel comfortable with their investments. Since there is no “one-size-fits-all” solution, and answers to important questions are often different for everyone, Brad takes the time to gain a thorough understanding of each client’s unique situation and then offers relevant investment strategies tailored to their specific needs. He provides his clients with individualized, comprehensive, data-driven financial guidance.
Brad’s ultimate responsibility is to help clients work toward their financial goals. By establishing strong, enduring relationships with his clients, together they can create a plan suited to their financial needs and legacy.
Community Involvement
Passionate about youth betterment and education in the community, Brad is a former Board Member with Youth Haven and the Chairman of the Gene Doyle Scholarship Committee.