Brad’s 20-year career in the U.S. Army, where he retired as a Lieutenant Colonel, prepared him well for his second career as a wealth advisor.  A native Midwesterner, Brad began serving our country immediately upon college graduation.  He was stationed from Hawaii all the way to Germany in his various posts, which may explain why he’s so at ease learning new information about each new client he meets. The financial management experience he gained toward the end of his military career, including leading business operations for the largest medical center in the Army, inspired him to pursue credentials as an investment portfolio manager and financial planner.  An experienced wealth advisor since 2014, Brad is passionate about helping families achieve their financial goals.

Education and Accreditation

• BS, Biomedical Engineering – University of Iowa
• MBA/MS, Finance – University of Colorado
• Chartered Financial Analyst (CFA) Charterholder
• Certified Financial Planner (CFP)
• Member, CFA Institute
• Member, CFA Society Atlanta

Contact Info

Email  |  Connect on LinkedIn  |  (404) 870-0700

Why did you choose to join CornerCap?

Without question, it was CornerCap’s longstanding commitment to providing the highest quality client service that led me to join the firm.  Throughout my career – whether the Army or wealth advising – I’ve considered myself to be in the business of people.  From day one at CornerCap, I’ve felt fully supported in putting client needs at the forefront of everything we do.

How do you encourage clients to frame their financial picture?

Being financially secure at the end of one’s working years and being able to financially provide for one’s family is a common goal for many Americans.  I enjoy helping people plan for their retirement and reach their financial goals.  It’s rewarding beyond measure.

What inspired you to help people manage their wealth?

Regardless of their current income level, an alarming number of Americans today are not ready for retirement.  It’s my personal mission to help clients frame their retirement picture and to assist them in building a pathway, brick by brick, to meet their financial goals.

How do you spend your time outside of the office?

With three active teenage boys in our family, a lot of my wife’s and my time revolves around sporting events in the East Cobb community where we live.  I serve as an assistant wrestling coach and enjoy attending our boys’ high school lacrosse games. In our spare time, we like to travel as a family and we are proud to be active parishioners of the Catholic Church of St. Ann.

What’s left to accomplish on your bucket list?

My greatest reward in life is being a dad.  From the day my boys were born, I have treasured every minute watching them grow.  From kindergarten to high school, from youth wrestling tournaments to college entrance exams, I have thoroughly loved being their coach, their teacher, and their biggest fan.  Helping them frame their life picture has been an exercise of love.  As their trusted co-pilot, I am honored and humbled to see them succeed on their own flight path – which is the ultimate bucket list item for me.