As an Operations Specialist, Brad helps advisors achieve outstanding financial services for their clients. He is a steady source of operational know-how for advisors, which is key given the uniqueness of every client’s financial situation.
Part of Brad’s philosophy of finance is that, regardless of financial situation or standing, we can all stand to benefit by understanding our finances. As such, it is immensely rewarding for him to help others in pursuit of their financial goals. Brad admires the culture of excellence at Per Stirling, as well as the heightened level of knowledge and expertise across the firm.
Although he is an Austin Native, Brad defected and graduated from the University of Alabama in 2022 with his M.S. in Finance; as well as a double-major B.S. in Finance and Entrepreneurship. The latter degree was achieved with University honors and top Latin honors. During his time at the University, Brad was most interested in investments, econometrics, and what “moves the needle” in the financial world. Perhaps his proudest achievement, Brad also became an Eagle Scout in 2016.
In his free time, you’ll find Brad reading, writing, playing music, or engaging in any number of outdoor activities. Part and parcel of his education, he is also a rabid Alabama Athletics fan.
Others would describe Brad as amiable, tenacious, and sincere.