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Biography

Brad is a Senior 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.

Learn more about my practice.

Education

  • B.B.A. in Finance from the University of Kentucky
  • B.B.A. in Management from the University of Kentucky

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.