Brad is a fee-only fiduciary wealth manager specializing in providing
individual company 401(k) plan participant investment advice. With more
than 18 years of industry experience, he currently serves as a director at
Belpointe Asset Management where he provides personalized advice to
professionals for managing their 401(k) accounts and guides them through a
process to create a Business Plan for Life. This plan incorporates a
tactical approach to cash flow, taxes, investment positioning, and estate

Brad holds a Bachelor of Science degree in Business Administration from the
College of Charleston. He enjoys all the outdoor activities that are
available in his hometown of Incline Village (Lake Tahoe) such as golf,
snow skiing and mountain biking.

T: (203) 629-3300 Ext. 119