“I am proud of the long history with we have with our clients; it has become personally rewarding for me to watch my clients achieve their goals.”
Brad received his Bachelor’s degrees in accounting and finance from the University of Arkansas, and received his Master of Science in taxation from the University of Denver.
Brad started his career at the international accounting firm of KPMG. During his time there, he worked in the federal tax division, assisting clients with a wide variety of topics, ranging from preparation of individual tax returns to planning corporate tax strategies. He joined CWA in 1998 as a financial planner, and became a partner of the firm in 2008.
In addition to providing full-service financial planning for 80 clients, Brad is the partner in charge of our IT department. His group has the difficult task of maintaining and updating all of our systems so that we can effectively serve our clients each day. He is a Certified Public Accountant and an Investment Advisor Representative. Brad is on the board of directors of Family Legacy Trust Company as well as Tectonic Advisors.
Brad and his wife Jenny have two children, Grant and Brooklyn. When he is not helping Jenny chase the kids around, he enjoys playing golf, watching movies, and reading.