Brad has > 20 years of industry experience. He has been with Guardian and Park Avenue Securities since 2006. Brad with his Father Tom founded Orange Financial in the same year he joined Park Avenue.

Brad wears many hats beyond, coaching swimming at Madeira since 1982, Brad is also a school board member for the district of Madeira. Brad may be the epitome of if you have something that needs to be done give it to the busiest person you know. With all his roles, not to mention a husband, and the father of 5 children if I need anything from Brad he is an email or phone call away, and in ownership of the information I need.

Brad joins us in servicing over 150 DLAK relationships. Brad’s calm demeanor(just like mine hahaha) and ability to help Clients organize, and see the full picture allows DLAK to focus on where Clients will experience the greatest value from DLAK’s work. Brad spends a majority of time not just helping Clients organize, and develop needed cash flow plans, but in helping Clients protect every aspect of their financial well being from Life insurance, to Disability, Long Term Care and health insurance.