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.