As a financial advisor from 1998 to 2017, Brad focused on helping clients with advice on simplifying wealth management, offering comprehensive financial planning, and providing a very diverse mix of products & solutions.

Brad’s goal was to educate his clients, help them feel more comfortable with their finances, and guide them through complex financial issues. As a result, many clients would say, “I feel better” after meeting to review their goals and investments. 

After transitioning his financial services practice to his partners, Brad consulted with other financial advisors, guiding them in various aspects of wealth management. Recently, that consulting has focused on asset allocation and investment guidance, which has created Dynamic Alpha Solutions. Through a unique yet proven system, that Brad has implemented over his career, Dynamic Alpha Solutions is helping advisors provide added value to their clients. 

Brad has received numerous awards and designations, including the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations and multiple Five Star Wealth Manager awards. In addition, Brad has consistently been active philanthropically, receiving the Philanthropist of the Year award in 2017 from Amita Health Foundation and serving on several non-profit boards. Brad took this experience and created The Alliance Foundation (www.alliancecharity.org); a public 501c3 focused on helping people build a path to prosperity through programs focused on food, shelter & emotional support.

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