Instantly schedule a call for a day and time that works for you.

(click on the applicable box to schedule)

Rest assured, every conversation you have with me is 100% confidential.

*I typically request that when possible most Discovery and Strategy calls be conducted via Zoom video (versus regular audio call) as I find this to be the most productive way to have a two way dialogue.  If you'd prefer audio only though, the confirmation email you'll receive has dial-in info as well.

Additional ways to reach me




brad @


Click icon for YouTube channel


Click icon for LinkedIn page

Read my free whitepaper!

Get instant access to my free whitepaper on "11 Ways The Economics Of The RIA Model Are Superior To Other Advisor Affiliation Options".