Our Team

Brad brings more than 20 years of wealth management experience helping families achieve their financial goals. Prior to his current role, he spent 12 years at Fidelity. As vice president and senior account executive in Fidelity’s private client group, he oversaw client relationships totaling more than $1.4 billion. Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a member of the Financial Planning Association and a ten-time winner of the Boston magazine Five Star Wealth Manager award. He lives with his wife and two children in Waban, MA. 

Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional, a member of the Financial Planning Association and a ten-time winner of the Boston magazine Five Star Wealth Manager award. He lives with his wife and two children in Waban, MA.

^{*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. For information on the industry award referenced on this page, please click here.}