Brad is a Certified Public Accountant (CPA) with more than thirty years of experience in the public accounting profession. He began working with investments in 1999 after adding Financial Services to his accounting practice.
He is a member of the American Institute of Certified Public Accountants (AICPA) and has been awarded the Personal Financial Specialist (PFS) Credential by the AICPA. The PFS Credential is granted to CPAs with considerable professional experience in wealth management. CPA/PFS Credential holders are ranked among the most qualified wealth managers in the marketplace and are required to complete ongoing education. They are also required to be recertified every three years to retain the credential and are bound by the AICPA Code of Professional Conduct.
Brad is a Registered Representative with Avantax®, a licensed insurance agent in several states, and an Investment Adviser Representative with Avantax®. He is a “Member in Good Standing” with the Greater Carlisle Area Chamber of Commerce.
Active in the Community, Brad has served on the Board of Directors of the Carlisle Economic Development Task Force, Inc. He is a Past-President of the Kiwanis Club of Cumberland County and a past member of the Salvation Army Advisory Board of Carlisle. He was an active member of the Carlisle Evangelical Free Church for more than twenty-five years, where he served in numerous capacities, including Chair of its Finance Committee, Co-Chair of its Fund Development Committee, Treasurer and Elder. He currently attends The Meeting House in Carlisle, PA.
Brad graduated Summa Cum Laude from Central Pennsylvania Business School in 1986, earning an Associate in Specialized Business Degree in Accounting. He then went on to earn his Bachelor of Science degree from Liberty University in Lynchburg, Virginia. He is married and resides in Carlisle with his wife, Cindy.
States in which registered to conduct Securities, Advisory, and Insurance business:
Securities – FL, PA, SC, AZ, DE, OH
Insurance – FL, PA, SC, DE, OH
Investment Adviser Representative – All States