Brad possesses more than 15 years’ experience in public accounting, serving small- and medium-sized businesses and individual clients. He specializes in developing and implementing tax planning strategies for closely held businesses and their owners. He has served clients in a wide range of industries including healthcare, professional services, financial services, technology, hospitality, and real estate. He advises clients on federal and multistate income tax compliance as well as domestic tax reporting for U.S. taxpayers working abroad. He also provides fully integrated financial planning for individual clients based on their unique financial situation, goals, and risk profile.
Brad earned his Bachelor of Business Administration and Master of Accountancy from Kennesaw State University and is a member of the Georgia Society of CPAs.
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)