Brad works closely with families and business owners, developing investment and planning strategies that maximize their financial impact efficiently. With more than 25 years in the financial services industry, he offers a deep understanding of investments, estate planning, and risk management. Brad’s core values of integrity, honesty, accountability, and objectivity drive his passion for building lasting, meaningful relationships with clients and making a positive impact in their financial lives.
Biography
Brad’s Team:
John Hoffman
Managing Partner
Jason Hester
Managing Partner
Erika Wood
AIF®, RICP®, CFP®
Executive Director of Planning
Blair Enfield
CFP®
Chief Growth Officer
Pete Peterson
AIF®, CRPS®, CPFA®, C(k)P®
Executive Director Corporate Solutions
Sue Marsh
Director of Trust & Tax
Brian Smith
CFP®, CRPC®, MBA
Director of Planning
Jim Mars
CFP®
Chairman of the Board
Steven Rutledge
Executive Director of Insurance Operations
Richard Bjorklund
Insurance Advisor
Jacinta Thompson
AIF®, CPFA®
Director of Corporate Solutions
Brad Neugebauer
Senior Advisor
Tom Hannon
CFP®
Managing Advisor
Scott Munger
Senior Advisor
Amy Batta
Wealth Advisor
JW Waggoner
Business Development
Jacki Kolkman
CFP®
Managing Advisor
William Kientz
CLU®, ChFC®, CFP®
Wealth Advisor
Chris Tipton
CFP®, CFS®, ChFC®
Senior Advisor
Emory Smith
Executive Director of Insurance Strategies
Amber Rogers
Senior Managing Advisor
George Hester
Senior Advisor
Dustin Haraway
CFP®, AAMS®