“I love the opportunity to truly get to know our clients and build meaningful relationships that go beyond transactions.”
Bradley’s Story
As a Wealth Planning Associate, Bradley collaborates closely with wealth management professionals and specialists to build comprehensive financial and life plans that reflect each client’s unique goals. Bradley participates in client meetings, takes detailed notes, and ensures that all follow-ups are handled promptly and professionally. With strong communication and analytical skills, he helps gather and organize client data, supports the preparation of meeting materials, and manages the execution of planning recommendations. He is known for making complex information feel approachable and meaningful.
Bradley leads an active lifestyle—golfing, disc golfing, and running in his free time. He also enjoys discovering new hobbies, collecting and learning about bourbon, and exploring craft beer from across the country to share with family and friends. He is also an active member of the Army National Guard and has served since 2016.
Specialties: client service, relationship building