Brad is a Certified Public Accountant and Personal Financial Specialist. He has been giving advice to and designing plans for people entering retirement for over 30 years. He has strong opinions on designing, implementing, monitoring, and adjusting retirement plans to reflect changes that will inevitably be necessary to achieve a successful retirement. Brad’s strong background and education in accounting and economics have shown him that math can be relied upon. It is clear and precise. As Brad is fond of saying, "Math wins. Every time. Math will tell us what to do." Brad is an avid hunter and outdoorsman.
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