As one of the founding partners of Prevail Strategies, LLC, Brad serves as Vice President. Brad works with business owners, executives, and high-net-worth families to help determine their financial goals and help get them where they want to be. He believes that having a road map to financial success is a key component of knowing where to go. He enjoys helping his clients define their plan and challenge conventional wisdom in regards to finances and tax diversification. Serving in the financial services industry since 2006, Brad has helped numerous business owners and executives to deeply understand their financial situation, maximizing their success and ability to control their own financial