Brad began his career in financial services in 1988 and has spent decades refining his knowledge through a variety of client-facing roles. His journey has taken him through sales, relationship management, leadership, and training and development—giving him a comprehensive view of the industry from multiple angles. This well-rounded experience informs his thoughtful approach to serving clients, with a focus on empowering each individual to feel confident in their understanding of their unique financial situation.

Born and raised in the Canadian provinces of Alberta and Quebec, Brad later attended Brigham Young University in Idaho. For over a decade, he has focused his practice on supporting ultra-high-net-worth individuals and their families as they navigate the complexities of wealth transition. His work emphasizes the values and intentions families hope to preserve through their assets, with a focus on comprehensive planning, asset allocation, and risk mitigation.

Outside of work, Brad cherishes time with his wife of more than 40 years, Kathy, and their growing family of four children and eight grandchildren. Together, they are deeply committed to serving their church and community. Brad currently chairs the Development Committee for the Wilford Woodruff Papers organization and previously served as Chair of the Planned Giving Committee for Primary Children’s Hospital.

Brad’s passions include hockey, fly fishing, Formula 1 racing, water and snow skiing, and cheering on his grandchildren at their various events.