Brad has over 10 years of experience in the financial services industry. He is a seasoned professional and has primarily catered to high-net-worth and ultra-high-net-worth families. In his role, he has provided counseling by covering each aspect of the financial planning spectrum, including: Asset Management and Portfolio Construction, Estate and Incapacity Planning, Tax Strategies, Wealth Distribution, Insurance Planning, Asset Protection, Philanthropic Planning, along with Trust and Fiduciary Services. In Brad’s free time, he enjoys snowboarding, paddle boarding and golfing. He lives in Castle Rock, CO with his wife, Shannon.