Brad joined Itineris Partners Wealth Management in 2018 after earning a Master of Wealth & Trust Management degree from Gardner-Webb University. He works closely with clients to develop comprehensive financial plans that align with their goals and evolving life stages.
Brad holds his series 7 & 66 licenses through LPL Financial. He is focused on building strong relationships and providing clear guidance that helps clients make confident financial decisions.
Brad lives in Ocean Isle Beach with his wife, Kelcie, and their two dogs, Cooper and Bodie. Outside of work, he enjoys travel, family time, and sports.