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Senior Client Specialist

Director

Brad graduated from the University of Oregon with a degree in accounting and quantitative methods. After a brief time working for a CPA firm Brad obtained his Certified Financial Planning Certification and started his career in investments and financial planning. He has also earned his Certified Investment Management designation.

Brad lives in Portland with his wife of 38 years, Heather, and golden retriever #4 Pippin. He has three grown and married children. In his spare time, he enjoys surfing, stand up paddling, and traveling. His favorite adventure is taking friends on self-guided tours of Israel.

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