When you are not at the office, you can often be found doing what? Spending time with family. My wife and I have 5 children and 35 nieces and nephews. I also enjoy fishing, hunting, golfing, all outdoor activities.
What is your favorite place in the world and why? The Hawaiian Islands. Food, fishing, flowers, family, and fun. I love the contrast of the ocean and mountains, the sunsets, and the traditions and preservation of the culture. Of course, the Aloha spirit.
In another life, I would probably be a farmer, deep sea fishing captain, or an outfitter. I love the outdoors and the satisfaction of old fashioned hard work before the reward.
My friends/kids always make fun of me for laughing at my own jokes.
Disclosures: Securities offered through registered representatives of Great Point Capital LLC, a registered broker-dealer in Chicago, IL member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of Great Point Capital LLC, which is otherwise unaffiliated with AFS and AFAS.
Brad comes to the Acorn team with over 16 years of experience in the financial services industry with dual roles in Business Development and Financial Planning. Brad’s overarching goal is bringing people and capital together to preserve and maximize wealth, while maintaining a superb client experience. He achieves this in two ways – first by utilizing his long-term relationships based on collaboration, trust, and respect to connect new development partners with Acorn. The second is working with his valued clients directly, specifically in the areas of intergenerational wealth management and planning.
Brad was inspired to become a financial planner at an early age after observing his parents (both financial planners) help clients achieve their financial and personal goals. Over the past two decades Brad has not only advised clients, but has also helped hundreds of financial advisors throughout the Mid-Atlantics and Southeast while servings as Investment Vice President in a leading insurance agency.
Brad received his Bachelor of Financial degree from the University of Georgia and is a Chartered Retirement Planning Counselor℠ (CRPC®). He holds Series 6, 63, 66, 7 and 24 security license registrations with FINRA as well as a Virginia Insurance License. Brad is a supporter of Junior Achievement, Fisher House, St. Jude Children’s Research Hospital, American Red Cross, and the men and women of our Armed Forces. He lives in Manakin Sabot, Virginia, with his wife Amanda and five children. He enjoys fishing, hunting, golfing, and spending time with family and friends.
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