With a heart for serving people, Brad loves helping clients understand their finances and making a real difference in people’s lives.
“I love sitting across from a couple who has worked hard their whole lives and telling them, ‘Yes, you can retire, and you can do it confidently,’” Brad said.
Before joining McAdam Financial, Brad worked at Fidelity Investments and later at Finch Investment Group. He has also spent time as an advisor. He earned a bachelor’s degree in business from Florida International University and holds the CERTIFIED FINANCIAL PLANNER® certification. He has passed the Series 65 securities exam and holds life, health and annuity insurance licenses.
Brad lives in Jacksonville, Florida, with his wife, Emily, their two children, Kennedy and Anderson, and their mini Goldendoodle, Oakley. Outside of the office, he enjoys playing golf and staying active with regular exercise. He also likes to run and has completed a half marathon.