Brad’s specialty is helping our clients with retirement planning and investment strategies. Prior to Planning Alternatives, he spent six years working for an equity market news service called StreetAccount. After that, he worked as a project manager at Two Ocean Builders where he was responsible for sourcing potential real estate development deals and managing residential construction projects.
Brad majored in economics at Wesleyan University while playing on the hockey and golf teams. He subsequently played in the minor pro hockey league in Europe. He currently is a coach for the Jackson Youth Hockey program.
What is your “why”?
I enjoy helping grow the new Jackson Hole office and working with clients to help them use their money as a "tool" so they can focus on what is most important in their lives.
Memorable client moment
A client's retirement goal was to spend more time traveling while saving enough money to never worry about working again. It was a rewarding experience to help build a financial plan that will help them achieve their dream.
To me, true wealth means
Using money as a tool to focus on what is most important in my life, whether that is family, pursuing passions, or achieving lofty goals that may have at one point seemed impossible.
Taylor joined the team in September 2019 as the paralegal and compliance intern and has since been promoted to our paralegal and compliance officer. Her area of specialty is compliance, legal, and operations. She has more than five years of experience ensuring the firm follows SEC regulations.
Taylor graduated in 2020 with a B.S. in paralegal studies from Madonna University in Livonia, Michigan.
What is your “why”?
I love collaborating with our team here to ensure compliance with SEC and state regulations.
To me, true wealth means
Freedom from the anxiety of worrying about my finances and to be able to live life with as little stress as possible.
To me, true wealth means
Freedom from the anxiety of worrying about my finances and to be able to live life with as little stress as possible.
Let’s connect.
We’d love to talk about what you and your family need and how we can help.