As the Director of Wealth Management at Atlanta Retirement Partners, a full service institutional retirement services firm, Brad brings his years of financial planning experience and his specialization in retirement planning to helping owners and executives of middle and large market companies focus on their benefit programs, exit strategies and personal financial planning.
Areas of Expertise
- Wealth Management
- Retirement Planning
- Financial Planning
- CHARTERED RETIREMENT PLAN SPECIALIST (CRPS®)*
- BS in Finance, Valdosta State University * CRPS conferred by College for Financial Planning
Outside The Office
Brad, his wife Keely, and their 2 children (Blake and Aubrey) currently live in the Atlanta/Buckhead area. Brad and his family are deeply involved with all sports offered through Northside Youth Organization at Chastain Park. On rare occasions when there aren’t any games, Brad and his family enjoy spending time at the lake.
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