Brad has over 25
years of addressing the financial concerns of retirees and business
owners. Add his strong communication skills and Brad, after first
listening to his clients’ needs and concerns, is able to simplify and explain
in everyday language even the most complex concepts and alternatives. He
treasures the trust his clients place in him and safeguards it by his words and
actions. His reputation for unquestioned integrity is far more important
to him than any fee or commission. For these reasons and more, Brad often
forms a close personal relationship with his clients.
While he can be
described as a personable and caring person with a passion for his work, Brad’s
most accurate characterization might be “the consummate professional.” [...]
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