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.

Estate Planning, Trust and Probate Administration

• Establishing an estate plan is one of the most important, yet difficult, steps successful individuals and families can take to protect themselves and their loved ones.  Brad routinely works with clients to plan for life, deal with death, and efficiently preserve and transfer their wealth.

Business Succession Planning

• Business owners are a number of things – entrepreneurial, hard-working, self-starters, and devoted.  Their business is an integral part of their life and their loyalty to employees and customers makes planning for the orderly transition following their departure from the business a necessity.  Brad regularly works with family and closely-held businesses to develop and implement comprehensive plans for the efficient and organized transfer of control when the owner is no longer involved in the day-to-day operations.

Qualified Retirement Account Planning

• Qualified retirement accounts (e.g., Traditional and Roth IRA, 401(k), 403(b), SEP, Simple IRA) have become the primary vehicle for funding retirement.  As such, retirement plans often comprise the largest asset that a person owns.  Brad regularly assists clients in navigating the variety of issues specific to retirement plans:  lifetime distributions, rollover planning, beneficiary designations, and controlling post-death distributions to beneficiaries.

Charitable Planning

• Clients are often very passionate about their benevolence and specific charitable causes.  Brad frequently works with clients to design strategies to accomplish their charitable goals in the most tax-efficient manner utilizing qualified assets, charitable remainder trusts, and other charitable techniques.