Brad is a dedicated financial planner committed to helping clients navigate their financial journeys. He brings a fresh perspective to financial planning, combining modern strategies with a strong foundation in financial principles. Bachelor of Arts in Applied Mathematics and from Lasell College and a Certificate in Financial Planning from Suffolk University.
Outside of work, Brad enjoys exploring the great outdoors and has a passion for visiting national parks. He has visited numerous parks across the country, appreciating the natural beauty and tranquility they offer. He also enjoys spending time with family and staying active with sports like soccer and golf.