Brad graduated from the United States Military Academy at West Point in 1982. After serving six years of active duty in the Army, Brad began his career in financial services working for a large brokerage firm in Washington, DC. He then moved to Knoxville in 1992 and co-founded Patriot Investment Management in 1993. He passed the Certified Financial Planner® exam in 1996.
Brad is proud to have started a fee-only firm that works exclusively for its clients. After a short time in the brokerage world, he quickly realized that there is a better way to help clients. Patriot’s fee-only compensation model allows the advisor to focus solely on the client’s needs and eliminates any potential conflict of interest that can be caused by the traditional brokerage commission structure.
Brad is passionate about using low cost, tax efficient index funds. This approach allows him to develop fundamentally sound portfolios for his clients and give them a very high probability of outperforming the more costly broker marketed funds. He takes a great deal of pride in being a fiduciary and helping clients achieve all their financial goals.
Brad enjoys giving back to the community. He currently serves as the Chair of the Board of Directors for the Holston Foundation. He also is on the Board of the Boys and Girls Club of the Tennessee Valley and the Finance Committee of Concord United Methodist Church. He is the past president of the Holston Home for Children and the Florence Crittenton Agency. He has also held leadership roles in the West Point Society of East Tennessee, the East Tennessee Financial Planning Association and The Episcopal School of Knoxville.
In their spare time, Brad and his wife, Carla, enjoy watching Nebraska and Tennessee sports, and although not very good, Brad loves the game of golf. They are members of Concord United Methodist Church, and their daughter, Abby, is a graduate student at Georgia Tech.