In 2017, Brad joined the Winter Park Wealth Group. He has been in the investment business for over 4 decades, helping clients address their financial concerns and develop sound strategies by focusing on each individual’s specific goals, needs and resources. With extensive experience throughout major shifts in the economy, markets and investor sentiment, Brad has dedicated his career to delivering the personalized investment planning services his clients require and deserve.

Brad graduated from Wake Forest University in 1968. After college, Brad joined the U.S. Navy as an Aviation Officer Candidate in Pensacola where he earned his Wings of Gold and a commission as a U.S. Naval Officer. He completed two combat tours as both a helicopter gunship pilot in Vietnam and as a vertical replenishment pilot from a supply ship in the Pacific. Following his naval service, Brad earned an MBA from the Babcock School of Management at Wake Forest University.

Brad began his career as Financial Advisor at Dean Witter, the predecessor firm to Morgan Stanley, in 1976 and has worked with several prominent Wall Street investment firms as both an Advisor and Manager.

Away from the office, Brad spends time with his wife Cathy, who shares a common interest in travel, water sports, reading and learning. Brad has two grown daughters, one stepson and five grandchildren to whom he is devoted.