Prior to founding The Alliance Foundation, he owned and operated a boutique financial services firm, from 1998 to 2017. After transitioning his financial services practice to his partners, Brad focused on consulting with other financial advisors, guiding them in all aspects of wealth management. Brad has received numerous awards and designations, including the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations as well as numerous Five Start Wealth Manager awards. Brad has consistently been active philanthropically, receiving the Philanthropist of the Year award in 2017 from Amita Health Foundation, and serving on a number of non-profit boards. Brad took his experience and created The Alliance Foundation in 2020 as a way to give back and help people struggling. Brad founded the organization based on the old adage of “giving a person a fish they eat for a day, teach someone to fish, they eat for a lifetime.” Based on this, our goal is to help people build a path to prosperity by helping to provide a strong foundation for with they can prosper. We believe that strong foundation is based on having food, shelter, & emotional support
