For more than three decades, Brad has advised accomplished professionals and families through defining financial transitions—turning success into enduring prosperity. His practice is focused on advising executives, physicians, attorneys, and entrepreneurial families who are preparing for their post-career lifestyle, structuring their wealth for the next generation, navigating life changes such as inheritance and widowhood, or simply managing the growing complexities of their financial lives.

A CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial Advisor, Brad brings depth of technical expertise and genuine care to every relationship. He collaborates with clients’ tax, legal, and family office partners to build cohesive, tax-efficient strategies that align assets, purpose, and legacy. Brad maintains a deliberately selective practice to ensure the discretion, continuity, and responsiveness that his multi-generational clients value most.

Beyond his advisory work, Brad is deeply engaged in the Indianapolis community through philanthropic initiatives and enjoys spending time on his family farm, where he studies and practices regenerative agriculture—an expression of his broader belief in stewardship and lasting impact, whether of wealth, community, or the land itself.