As a wealth advisor, Brad helps clients make investment decisions as a fiduciary - acting in their best interest to build a portfolio of investments which are appropriate for their individual level of risk tolerance, particular objective, and the condition of the markets. He serves clients who are individuals, institutions, and companies who desire assistance in accumulating, growing, and distributing their investment assets.
Brad's particular expertise is as an advisor on established company 401(k) plans - evaluating fees and fund performance and actively educating and servicing participants.
He was recognized as a leader in his industry, receiving the Idaho Business Review's "Money Makers" award in 2015, and as a one of the Idaho Falls Chamber of Commerce's Distinguished Under 40 in 2012.
Brad has been serving on the Ammon City Council since 2012 and does many other things in support of his community . When he's not in the office, he enjoys spending time riding two-wheeled vehicles of all kinds, traveling internationally, and spending time with his wife, Nicole, and four children.