Brad entered the financial services industry after leaving active duty as a United States Army Reserve Officer in 1972.
Professional
To provide continuity of service and value to clients, many of whom Brad has helped with their own succession, Brad has planned for the succession of his business. With the help of Susan Yost, Brad undertook a rigorous process. Dave McGuire and Brendan Wright are the result of that process.
Brad continues to work with current and retired owners of significant businesses who respect long term relationships and care deeply about their loved ones.
Education
He earned his Bachelor's degree from Lafayette College in Easton, PA, and continued his professional education earning his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations, as well as his Master of Science in Financial Services (MSFS) from the American College.
