Brad leads the Memphis office as Managing Principal, bringing together client advisory insight and operational leadership to guide the office’s growth and long-term direction. He also advises both families and institutional clients across multiple service areas including investment management, wealth and estate planning, and trust administration. Before joining the firm, Brad served as Director of Finance for Lenny’s Franchisor, overseeing all finance and accounting functions across the organization. He began his career at FTN Financial in Memphis.
Brad graduated summa cum laude from the University of Mississippi with a Bachelor of Business Administration and was awarded the prestigious Taylor Medal, the university’s highest academic honor. He also earned a Master of Business Administration from the University of Tennessee and completed New York University program in Financial Planning. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.
Brad is actively engaged in the Memphis community, contributing his time and leadership through ongoing board service. He currently serves as Chair of the Christian Community Foundation and as Finance Committee Chair of Christ Methodist Day School.