Brad focuses his practice on assisting successful individuals and families in identifying their goals, understanding their concerns, and developing comprehensive plans to protect and efficiently transfer their wealth. Brad works with individuals and families in all phases of life, as well as small and mid-sized businesses.
Brad began his professional career as a financial planner, advising clients on their investment and insurance planning. Brad’s experience as a financial planner provides his clients with valuable insight and a unique perspective while working with his clients and their professional advisors to develop and implement comprehensive plans to accomplish their goals.
University of Toledo College of Law, J.D., cum laude, 2003
Huntington University, B.S., magna cum laude, 1997
United States District Court for the Northern District of Ohio
Board of Directors, Mercy Foundation (Inception – Present)
Board of Directors, Toledo Estate Planning Council (2012 – Present)
Past Board Membership:
Toledo Bar Association
Michigan Bar Association
Ohio Bar Association
American Bar Association
Estate Planning, Trust and Probate Administration
Business Succession Planning
Qualified Retirement Account Planning
I am a lifelong resident of Northwest Ohio, having grown up and continuing to reside in Lake Township. In 1995, I married my high school sweetheart, Angie, and together we raise our four children. I devote a great deal of my time coaching and volunteering with my children’s extra-curricular activities. In my spare time, I enjoy following college football and dabbling in the stock market.