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About
Brad began his financial services career in 2003, driven by a passion for helping others achieve financial security. With over two decades in the industry, he takes a holistic approach to planning, ensuring that his clients’ financial strategies align with both their immediate needs and long-term aspirations. Brad is an advocate for financial literacy and speaks to groups nationwide on financial and retirement planning.
Brad earned his B.A. in Business from Loyola Marymount University and holds his Series 6, 7, 63, and 66 licenses. He has also earned the CLU® (Chartered Life Underwriter), AIF® (Accredited Investment Fiduciary), and CLTC® (Certification in Long-Term Care) designations and is currently pursuing the ChFC®.
Now based in Denver, he frequently returns to his hometown, Los Angeles, for business and family. Outside of work, Brad enjoys skiing, woodworking, and exploring Colorado’s great outdoors with his wife, Monica, and their three rescue dogs — Waffles, Sawyer, and Guppy the Puppy.