With over 20 years of industry experience and a diverse portfolio of roles at Guardian, Park Avenue Securities, and Orangefinancial, Brad is a trusted advisor to many of DLAK's clients. Brad has introduced and partnered with DLAK on the extensive work that is conducted for over 170 families.

His commitment to coaching swimming and serving on the Madeira school board shows his dedication to his community as well. It's like he's the embodiment of that saying, "If you want something done, ask a busy person." Despite wearing so many hats, he's always just an email or phone call away, ready to provide the information and support needed.

With his expertise in financial planning and insurance, he's a valuable asset to DLAK and its clients. His calm demeanor comes in handy when helping clients navigate complex financial matters, specifically with protecting their well-being with insurance, helping clients get better organized, and navigating needed cash flow priorities and methodologies.

Brad resides in Madeira, OH with his wife Michele and their 5 children.