Brad helps executives, families and business owners implement wealth management strategies to achieve their lifestyle goals - from whatever life-stage they are in today, through retirement, and ultimately wealth transfer.  His mission is straightforward...to simplify and enrich the financial lives of his clients.

Drawing on more than 25 years of business experience, and using the Merrill Goals-Based Wealth Management process, Brad applies a consultative approach to working with clients. After reviewing the client's current financial situation, and understanding their mindset about investing and risk, he assists them in developing a financial expression of the unique and personally meaningful wealth management outcomes they want to achieve. Using these essential client inputs, a customized, goals-based strategy is implemented, tracked and periodically reviewed and rebalanced as needed.

As a former business owner for over 10 years, Brad understands firsthand the challenges business owners face in satisfying the financial and time demands of both their business and personal lives. So, in addition to wealth management resources from Merrill and Bank of America Private Bank, he also offers access to commercial banking and credit resources from Bank of America, N.A. This unique suite of financial services, delivered through personalized attention to the client and their business, offers the possibility for improved business performance, and help integrating the value of the business into the client's personal wealth plan.

Brad joined Merrill Lynch Wealth Management in 2014. He is a graduate of Lehigh University, and has a B.S in Business and Economics with a double-major in Accounting and Finance. Brad earned his MBA with concentrations in Finance and Marketing, from the Kellogg School of Management, at Northwestern University.