Brad has more than 20 years of experience in the financial services industry. He specializes in guiding successful individuals and private business owners to make smart, strategic decisions in the areas wealth management, financial planning, estate and legacy planning strategies, business continuity and exit planning, as well as charitable giving.
Brad began his journey in the financial services industry with New York Life in 2003 in Grand Junction, CO and quickly expanded his business from insurance to include wealth management, financial planning and retirement plan design. He joined Osaic Wealth, Inc. and co-founded Crestone Wealth Advisors, LLC in 2024 to further help his clientele obtain and reach their goals in an ever changing landscape.
Growing up in Denver and Vail, Brad has been in Colorado since elementary school. Recruited to play football at Colorado Mesa University (CMU), Brad spent two years in Grand Junction before transferring to Colorado State University and graduating with a Bachelor of Science Degree.
Brad is actively involved in the Grand Junction Community; he has served most recently on the Board of Directors, Executive Committee and Foundation Board for HopeWest Hospice. He is a Past-President of the Grand Junction Horizon-Sunrise Rotary Club and Past-Vice President of the Colorado Estate Planning Council in Grand Junction.
Brad and his wife, Keira, are the proud parents of two active boys – Ford and Blake. Together they enjoy skiing, biking, hiking and all that the Colorado outdoors have to offer.