Brad commenced his career in financial services in 2012 prior to joining Martin/Wight & Co. He works closely with clients to design financial strategies based on their current and long term financial needs.
In advance to joining Martin/Wight, Brad worked within Wells Fargo’s Private Bank and tailored solutions to businesses and affluent individuals concerning their cashflow management, debt structure, wealth preservation and investment strategies. Brad takes a holistic approach when consulting his clients and is focused on guiding their growth.
He earned his Bachelor’s Degree in Business Administration from University of Baltimore and specialized in finance. In his downtime, Brad enjoys skiing, offshore fishing and attending steeplechase races.