Senior Portfolio Manager
Brad joined Acropolis in 2019 as a Senior Portfolio Manager. He has over twelve years of experience working with individuals and families in managing their portfolios and navigating complex financial planning issues including areas such as cash-flow management, retirement planning, educational savings plans, charitable giving, tax planning, and income and asset protection.
Brad is a registered investment advisor representative, a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER ™ professional, and a NAPFA – Registered Financial Advisor™.
Brad graduated from Rockhurst University in 2003 with a B.S. in Accounting. He is a native of St. Louis and lives in Ballwin with his wife Emily and their three children.