As a Financial Advisor, Brad is dedicated to helping his clients meet their financial needs and goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, he can help design a path to your life goals. Before entering the financial services industry, Brad graduated from Cedarville University with a degree in Accounting. He previously worked as a Managing Director in the Dublin, OH office of Wells Fargo Advisors and joined Tri-Oak Private Wealth Management in the spring of 2024. Brad takes pride in working for a practice that puts his clients first.
Brad’s mission is to help each one of his clients plan for a financial future in a way that best meets their goals. With 28 years of investment planning experience, Brad’s commitment doesn’t end there. Away from the office, he is involved with Grace Brethren Church at Polaris. He also enjoys disc golf and pickleball. Brad and his wife live in Westerville, Ohio with their two children. He looks forward to extending his services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.