Brad is a Financial Analyst joining the firm in 2022 after relocating his family from the Metro Detroit area. In his current role, he is involved in multiple aspects of our process, including outbound communication, deal preparation, and developing new relationships.
Brad spent the previous decade working in the retail finance arena with a registered investment advisor and JPMorgan Chase Bank. With an entrepreneurial spirit, he enjoys the uniqueness of each client and their respective business intricacies.
Brad earned his Master of Science in Finance Degree from Walsh College and his Bachelor of Arts in Economics and Management from Albion College. Outside of work, he can be found exploring the adventurous landscape northwest Michigan provides with his wife, two children, and trusty Goldendoodle.