Brad's Personal Bio
In a world of smartphones, automated menus, and vehicles that drive themselves, personal relationships are no longer a commodity. So let me start by getting...personal!
I'm a lifelong resident of northeastern Pennsylvania and a graduate of Bloomsburg University. I live near Bloomsburg with my wife Kate, a high school math teacher, and our daughter Mia, the love of our lives.
My interest in finance goes back to my sophomore year of college when a friend of mine sparked my curiosity in the stock market. So in early 2000, I opened a mutual fund account with a local broker and couldn't wait to see my money grow. Of course, that's not exactly how it went. The "dot com bubble" burst a few weeks later and the market started to dive. This was the beginning of a major recession that lasted nearly three years. I was an Education major at the time, but I enrolled in an entry level Finance class because I had questions and needed answers! I was so intrigued by what I had learned that I switched my major to finance the following semester.
In 2007, I began my career as an advisor in a somewhat unique way - independent from day one. I've spent each day of my professional career providing clear and unbiased advice to clients seeking financial guidance. I plan on spending the next few decades doing the same - earning your trust by delivering reliable, well considered financial advice.
Extensive Education & Credentials
- Brad earned his Bachelor of Science degree in Business Administration from Bloomsburg University in 2003. He graduated Cum Laude with a double major in Finance and Business Management.
- The following year he earned his Master's Degree in Business Administration, also from Bloomsburg University.
- In 2013, he was awarded the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies.
- Brad also holds FINRA Series 7, 66 registrations, and Life & Health Insurance Licenses.
About the AIF® Designation
A "fiduciary" is someone who is managing the assets of another and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. AIF® Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF® designation represents that person's knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.
The AIF® was also named one of the "Ten Most Wanted" designations in the investment industry by Financial Planning Magazine.