Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.

Brad’s true passion is designing and managing rules-based portfolio management systems with an emphasis on risk control, to help investors reduce the risk of large losses that can jeopardize their retirement income plan.

Brad joined Wealth Enhancement Group in 2022 through the Integra Capital Advisors acquisition.

Brad and his wife, Natalie, have three children: Madison, Mason, and Matthew. All three children are very involved in sports, which is not surprising given Brad’s collegiate tennis career at Auburn University. Brad’s hobbies include cycling, tennis, reading, and traveling with his children to sporting events. He also serves on the investment committee of the pension board of the Diocese of Venice Florida.