Brad is Senior Vice President and Senior Relationship Manager with over 14 years of advising both corporate clients and individuals on investment strategy, asset allocation, and wealth transfer. He joined Atlas Brown in 2009. He began his career in 1997 in San Diego, CA. as an Investment Advisor within the Private Client Group at Wells Fargo Investments. During his time with Wells, Brad was responsible for developing new relationships and working with clients on their wealth planning needs. In 2003 Brad joined National City Bank as Vice President, and worked within their Personal Trust and Investment Management lines of business as a Senior Relationship Manager. During his time with National City, Brad was responsible for over 100 families overseeing $350 million in clients’ investment assets. Brad was recognized numerous times for his leadership and level of service while at National City. He is a 1994 graduate of the Indiana University School of Business where he was awarded a BA in Finance. Brad can be reached by telephone at 502-271-2925.