Brad first began working in financial services in 1982. After 40 years, he still finds it intellectually stimulating and surprising. He has been interviewed by the Wall Street Journal and recognized by Barron’s and the Financial Times as one of America’s top Financial Advisors numerous times. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional. Brad also appreciates participating in building a small business. CFM has grown from one employee to 30 in the past 30 years and is now one of the largest private wealth management companies in Colorado. Brad values community service and he has served as Trustee for the Imagine! Foundation, Boulder Rotary Foundati