7FWS: Proper Preparation for a Life-Changing Event

“I have known Brad for 3 years. He is very professional, dependable, and very knowledgeable about what he does. He gave me a clear direction and we had an open discussion about his financial strategy. He takes his time assessing my financial situation in order to do a holistic approach to my financial status. He helped my husband and now helping me prepare for my financial future!”

— Jean D.C., Registered Nurse

“I love working with Brad. It’s been a good ten years working with him from a professional level, and also getting to know him on a personal level as well. We share the same love for Financial Education. What I respect most about Brad is that he can turn a complex topic into something fun and easy to understand. I am thrilled to be a part of the journey with Brad.”

— Matthew D. Certified College Consultant

“I’ve known and been working with Brad for about 15 years. Besides being the top trainer/ instructor in our office, I find Brad a very intelligent, knowledgeable individual on various subjects, technical and non-technical. Despite being smart and quick thinking, what is special to me is he has a good heart, always ready to help the team out whenever he is needed, even at the last minute, no prior notice. My personal experience with Brad is his patience, taking the time to coach/guide me on any project I need to finish, a very good team player.”

— Linh T., Financial Branch Manager