Brad is a Midlothian, VA native and graduate of Virginia Tech. He provides closely held businesses and individuals with accounting, tax and financial services.
He passed the Series 7 and 66 examinations and became a registered representative with Avantax Investment Services℠. He has obtained his Certified Public Accountant’s license and CERTIFIED FINANCIAL PLANNER™ certification. He also assists clients with all areas of personal financial planning including retirement planning, investment management and estate planning.
Brad is a member of the Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Financial Planning Association.
Outside the office, Brad enjoys playing golf and spending time with family and friends.