Designations and Licenses

Brad is a CERTIFIED FINANCIAL PLANNERᵀᴹ professional.

Experience and Education

Brad provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Brad was a wealth advisor with Insight Strategic Wealth, where he met with clients to identify and achieve financial goals. Before that, he prepared and reviewed federal and state tax returns as an accountant at Helen Hudson Boring, CPA. He was also an accounting instructor at Pellissippi State Community College, supervising and lecturing students.

Brad has a bachelor’s degree in finance and a master’s in accounting, both from the University of Tennessee.

Personal Interests

Away from the office, Brad enjoys playing bass guitar, attending music concerts and watching sports, particularly the Tennessee Vols and Atlanta Braves. He also likes to spend time both outdoors skiing, boating and hiking as well as with his wife, two boys and chocolate Lab.