Associate Wealth Advisor
Brad knew from an early age that the financial world was his passion. At the age of 12, he collected earnings from his summer job to purchase his first stock. Today, he enjoys helping give clients the freedom to concentrate on what’s most important to them and helping young professionals save for retirement.
As an associate wealth advisor, Brad manages clients’ asset allocations, monitors investment opportunities and implements planning techniques. He enjoys putting clients’ best interests first and knowing that his work helps move them closer to their financial goals.
Brad joined Buckingham Strategic Wealth through its 2016 merger with Herbein Wealth Management, where he had worked since 2010. Previously he worked at Berkshire Advisors in trading and operations.
A graduate of Elizabethtown College, Brad holds a Bachelor of Science with a double major in finance and entrepreneurship, and has passed the Series 7 and Series 66 exams. He was the 2009 recipient of the Wall Street Journal Award and was featured in the Wall Street Journal’s “Best in Class” section for academic excellence in finance.
Brad lives in Wyomissing, Pennsylvania, with his wife and enjoys watching sports and playing fantasy football.