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Associate
Louisville
Client Advisory
Brad is an Associate in the Louisville office, where he supports the firm’s financial planning efforts. In this role, he utilizes software to help build custom models surrounding financial planning, investments, insurance, and taxes that reflects each client’s unique situation. Additionally, Brad strives to create everlasting relationships with clients and serve all their short- and long-term financial needs.
Prior to joining Cerity Partners, Brad served as a Financial Planning and Tax Intern at ARGI Financial Group. Upon graduating from the University of Kentucky, he joined ARGI full time as a Financial Advisor, serving clients and assisting them with their financial needs.
Outside of work, Brad enjoys spending time in the outdoors with his family and friends as well as participating in many sports such as golf, volleyball, basketball, and snowboarding.
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