“Financial planning is wonderful because it’s forward-focused. When I was doing tax work, I was reporting on what’s already been done. With financial life planning, I get to look straight ahead, helping people decide where they’d like to go and how they’re going to get there. I love that about my career.”
Instructor, accountant, financial planner, family caretaker … professional musician. There’s not much Brad hasn’t achieved during a multifaceted career. As portfolio manager at Insight since 2019, he continues to spread his talent around, producing financial planning and retirement reports and projections, overseeing client transactions, participating in client meetings, and more.
Brad holds a master’s degree in accounting and a bachelor’s degree in finance from the University of Tennessee. Prior to his career in accounting and finance, he played bass for two “modestly successful” rock & roll bands. He also took a six-month sabbatical in his mid-30s to help care for his father, who was diagnosed with early-onset Alzheimer’s.
These days, Brad enjoys living lakeside with his wife, two young sons, and Ranger, his chocolate lab. And, yes, he still enjoys the occasional jam session with a few friends, in a style they’ve aptly named, “Dad Rock.”