Designations and Licenses

Brad is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Brad works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Brad was a wealth advisor and director of product development.

Brad holds a bachelor’s degree from the University of Nevada, Las Vegas.

Personal Interests

Away from the office, Brad enjoys outdoor activities, woodworking and spending time with his two young children and dog. He is also a Sunday school teacher.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.