Brad joined SHJ Wealth Advisors as a financial advisor in 2021. He started his financial services career in 2016 in the Private Wealth industry here in Colorado. With years of experience in wealth management and client success for a variety of individuals, Brad consistently brings a financial planning mindset to help clients of all ages preserve and grow their wealth.
Brad is originally from Colorado, where he attended the University of Denver and earned his BA in Finance. He also has his series 7, 66, CO insurance licenses and is a CERTIFIED FINANCIAL PLANNER™.
When he isn’t helping clients achieve their goals, Brad enjoys spending time with his wife Courtney and their dog Moe. They enjoy getting up to the mountains whenever they can for camping, skiing, and hiking. Brad likes to follow sports and continues to play/coach hockey in Colorado.