Brad finds great fulfillment in helping his clients pursue their goals, achieve financial independence and enjoy the confidence of having the income they’ll need for a comfortable retirement.
Who Brad Works With
He serves families, corporate executives, engineers and entrepreneurs with comprehensive financial planning focused on low-cost investment and tax mitigation strategies. He responds to his clients’ questions and needs quickly, and meets with them regularly to review their plans and make adjustments to stay on track.
A Chartered Financial Analyst® with a Global Perspective
Brad is a holder of the Chartered Financial Analyst® (CFA® )designation, one of the industry’s most respected and recognized investment designations. Preparation for this designation is designed to equip advisors with the skills necessary for high-level, specialized asset management responsibilities, including security analysis, portfolio construction, risk analysis and business reporting. Further, his institutional Wall Street experience, and time dedicated to evaluating financial market movements and economic conditions, gives him a truly global perspective.
Over 20 Years of Financial Services Experience
Brad has more than 20 years of experience in the financial services industry. Before joining Raymond James through Uinta Wealth Management, he was a managing partner of WHF Wealth Management, part of the Wells Fargo Advisors Financial Network. Earlier in his career included experience at Merrill Lynch as a financial advisor, and as an associate on Wall Street with Lehman Brothers and Goldman Sachs. His experience in New York was as a Japanese economy and stock market specialist, advising hedge funds, pension funds and mutual funds. He earned a bachelor’s degree in Japanese with a minor in business administration from Brigham Young University.
Brad currently resides in Pleasant Grove, Utah. When not serving his clients, he loves spending time with his children, and enjoys hobbies of lumberjacking, woodworking, boating and travel.
Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.
