Personal
Brad is originally from Santa Clarita, California. Brad enjoys spending time with his family including his son, friends, and coaching for UMass-Boston's baseball team where he has been an assistant coach for the last 5 seasons. Brad is a proud graduate of Saugus High school. Upon graduation, Brad went on to pitch at Azusa Pacific University.
Brad brings a unique coaching background to his role as a Financial Advisor. Brad understands the value of strategic planning, teamwork, and disciplined execution. These principals seamlessly translate into the approach to financial advising, where he coaches clients towards their goals with a winning strategy.
Professional
Brad has been working with Northwestern Mutual since 2022. Prior to Northwestern Mutual, Brad got his start in the financial industry at Symmetry Financial Group. He is passionate about helping people achieve their financial goals and dreams, and has leveraged his expertise in financial planning, insurance, and investment strategies to provide comprehensive and personalized solutions for his clients.
Before moving to his career in Finance, Brad was a High School Social Studies teacher for 15 years, both in his home state of California and in Massachusetts. He taught many high level courses including Advanced Placement Economics and Advanced Placement United States History. During Brad's time in education, he developed many skills in the classroom such as the ability to educate, mentor, guide, and motivate.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
