Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Computer Science, The United States Military Academy, West Point, NY - 1987

Awards & recognition

  • Five Star Wealth Manager , 2013-2022

Previous experience

  • Chief Executive Officer & Owner - Cornerstone Financial Strategies, LPL, 2009 - 2018

About Brad

Brad’s education and training in the areas of personal and business finance, coupled with an extensive leadership background, makes him an ideal candidate for what he believes is essential in today’s financial climate: having the ability for clients to coordinate and work with Cornerstone team members, a network of knowledgeable resources at Ameriprise Financial and the client’s CPA, attorney and other professionals to help them plan to achieve their financial goals.

Community participation

  • KBTC Association Board of Directors
  • Brad is active in the Civil Air Patrol and serves as the Deputy Commander for Cadets and Chief Orientation Pilot for Renton Composite Squadron and Command Pilot for Angel Flight West. Inspiring the next generation in aviation is a passion and giving back to support that cause is a high priority.

Interests

  • Brad enjoys spending time with wife Beth, 2 sons - Braxton and Bennett, 2 grown daughters - Molly & Sarah and their yellow lab, Zeus
  • The entire family enjoys winter skiing at Steven's Pass and anywhere else their Vail Epic Passes take them (Brad is an active alumni member of the National Ski Patrol)
  • Summers are spent wakeboarding, wake surfing and hydrofoiling on Lake Entiat.
  • Brad is an avid aviator! A commercially rated instrument land/sea pilot and Certificated Flight Instructor, Brad is a partner in a beautiful 1979 Cessna 180K on Aerocet floats.