Brad has been a financial advisor serving individual investors since 1986. As a Certified Financial Planner™ professional, he has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Prior to merging his investment planning practice with Reynolds Wealth Management, Brad spent the past 30 years working as a financial planner, community banker and college professor. His areas of focus include retirement planning, income and tax planning and tax-advantaged investments. Brad graduated from Greenville College with a degree in psychology and received a master’s degree from Southern Illinois University.
Dedicated to his community, Brad has been privileged to serve as local United Way campaign chairman, chairman of the Cardinal Center Foundation, president of the Warsaw Education Foundation, a mayoral appointment to the Warsaw Housing Authority and as a member of the Warsaw Community Schools board of trustees.
Brad and his wife, Pam, have three adult children and are proud grandparents.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.