Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Small Business
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • Series 7, 63 and 65 Licensure
  • Life, Accident & Health Licensure

Education

  • Masters of Science, 1994 Taxation - Washington School of Law
  • Bachelor of Science, 1984 Accounting - University of Utah

Interests

Brad and his wife, Donalynn, have a beautiful family of three daughters and seven grandchildren who enjoy traveling and being together. Brad also enjoys singing, playing the guitar, reading and cultural events. Golf and tennis are favorite recreational activities.

Community participation

  • Volunteer youth advisor at our local church
  • In 2012, Brad took a three-year leave of absence from Ameriprise Financial to serve with his wife, Donalynn, as a Mission President for The Church of Jesus Christ of Latter-day Saints in the Australia Adelaide Mission.

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008

Previous experience

  • Tax and Business Services Manager - American Express Tax & Business Services, 1989 - 1996
  • Financial Planning & Tax Manager - Sorenson & Brough, CPAs, 1983 - 1989

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.