Meet the Team

Abe is building something that his client's love.  A more personal, service-focused, data-informed, wealth management experience.  He has spent the last eleven years discovering what works and what helps his clients sleep well at night.

Abe is a graduate of Columbia University's Holistic Financial Coaching certificate program and is a certified V3 (Virginia Values Veterans) employer.  Formerly with MassMutual, where Abe was promoted to Leadership Director and Junior Partner of his 90-advisor firm, he honed his skills as a wealth management advisor. Today, his local, independent firm is brokered by Equitable Advisors, leverages the strength of LPL Financial, and combines the best of what the last decade has taught him about both insurance and investments. Abe also serves on local boards of directors and advisory councils for charities that include the Central Virginia Business Coalition, the Smith Mountain Lake Center, Community Connections (Washington, DC), Smith Mountain Lake Chamber of Commerce, and the Lynchburg Morning Rotary Club. Abe lives in Lynchburg with his wife Emily and their two children.

With over 7 years of experience in the financial services industry, I have developed strong skills in financial planning, communication, and investment recommendations. As a financial advisor at Edward Jones, I partnered with clients to understand their goals, needs, and preferences, and provided them with personalized and tailored solutions. I also leveraged my MA in strategic communications to create and deliver engaging and informative presentations, workshops, and newsletters to educate and empower clients and prospects. Previously, I worked as a financial associate at Wells Fargo Advisors, where I supported a team of senior advisors in managing a large portfolio of accounts, conducting research, analysis, and reporting, and ensuring compliance with industry standards and regulations. I am passionate about helping people achieve their financial and personal goals, and I am always eager to learn new skills and insights in the rapidly changing and dynamic field of finance.

I am a native to Virginia; I attended Sweet Briar College and graduated in 2012 with a Bachelor’s in Liberal Arts. I then went on to complete my Masters in Communication. In 2016, I joined the Wealth Management industry. After growing to love the process of helping clients move through various life transitions, I decided to move into the Financial Advisor role.

Brad's background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. He is a dynamic and results-oriented leader with 25 years of experience in the United States Air Force. With a proven ability to excel in high-pressure environments and deliver mission-critical results through strong leadership, analytical expertise, and effective communication. Brad prides myself on getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet your current, and more importantly, future needs.