Brad joined Kaplan Wealth Management in June of 1997 after leaving Virginia Tech in Blacksburg, VA. While learning the business, Brad’s main role was implementing technology change to help advisors work more efficiently and also implement account aggregation software. To this day Brad manages all technology research and implementation. Other responsibilities include insurance due diligence and research. He works closely with the back office to find products to fit client needs from basic variable annuities to sophisticated life insurance products tailored to the ultra-wealthy. Lastly, Brad handles the majority of work associated with providing clients with financial plans. This includes our personal wealth management site which is provided to our clients so they can track their progress towards pursuing their dreams. Brad is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work Brad enjoys playing golf, visiting the beach and spending time with his wife and 2 boys.