SHJ Wealth Advisors is proud to announce that Brad Conover, CFP® has been named a shareholder of the firm.
As the newest member of our third-generation shareholder group, Brad will play a key role in the firm’s continued growth and long-term succession planning. In addition to his ongoing work with clients, Brad will now lead several internal departments, contribute to strategic planning initiatives, and oversee other critical business functions.
Brad joined the firm in 2021, bringing with him years of experience in the private wealth management industry. A Colorado native, he earned his BA in Finance from the University of Denver and achieved his CFP® certification in 2019. Since joining our team, he has made significant contributions through his active involvement on both the Financial Planning Committee and the Investment Committee.
Brad’s leadership, expertise, and dedication to our client’s success have made him an invaluable member of our team. We’re excited to see him thrive in this new role and continue shaping the future of our firm.
