As a second-generation CFP^® Professional, financial planning isn’t just a vocation for Brad—it’s a way of life. Brought on to the team in 2021 to help develop a financial coaching program, Brad brings his passion about client success and the Core Financial Principles to every appointment. His goal is to help every client worry less about their money, so they can focus on what matters most to them.

Brad graduated with highest honors from Weber State University in Business Administration and minored in Economics.

Outside of work, Brad and his young family enjoy time outside and game nights. Brad speaks French, enjoys cooking, and was a state all-star in the sport of fencing.

Designations and education

• Certified Financial Planner™ (CFP^®)
• Accredited Financial Counselor^® (AFC^®)
• Accredited Behavioral Finance Professional^℠ (ABFP^℠)
• DACP Blockchain and Digital Assets certificate
• Philanthropic Solutions in Financial Planning certificate
• BS, business management, economics minor, Weber State University
• Financial Planning Association of Utah

Career

• Financial planner, DMBA, 2021–
• Customer service/retirement representative and planner, Fidelity Investments, 2019–2021
• Financial Planning intern, DMBA, 2018–2019
• Marketing/RMD/client account analyst, Centaurus Financial, 2016–2018