Brad serves as Chief Operating Officer of the Memphis office and is also responsible for the management and oversight of client relationships. Prior to joining the firm, Brad served as the Director of Finance for Lenny’s Franchisor, overseeing all finance and accounting functions. Brad began his career at FTN Financial in Memphis.
Brad graduated summa cum laude from the University of Mississippi, where he received a Bachelor of Business Administration and was awarded the prestigious Taylor Medal, the highest academic honor bestowed upon an Ole Miss student upon graduation. He also received a Master of Business Administration from the University of Tennessee and completed the New York University program in Financial Planning. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Brad serves on the Board of Directors of the Christian Community Foundation and Christ Methodist Day School.