MANAGING DIRECTOR - INFIRST FINANCIAL ADVISORS, LLC
SENIOR VICE PRESIDENT - INFIRST BANK
INVESTMENT EXECUTIVE - OSAIC INSTITUTIONS, INC
Brad has more than 32 years of experience in the financial services industry, focusing in Wealth Management within the financial disciplines of Brokerage, Insurance, Asset Management, Trust and Financial Planning. His primary professional objective has been and continues to be, helping his clients accumulate, preserve and distribute wealth. Brad provides financial advice and planning for individuals and businesses.
Brad is a Chartered Retirement Planning Counselor®, an Accredited Investment Fiduciary®, Certified in Social Security Claiming Strategies®, an Investment Adviser Representative and an Investment Executive with Osaic Investments, Inc., and holds Series 7, 24 & 66 securities registrations, as well as PA Life, Accident and Health & Variable Annuity Insurance Licenses.
Brad is an active member in the community, volunteering his time to serve as a Board member of the Junior Achievement of Western Pennsylvania - serving on the Audit / Finance Committee, and as Board President of the Indiana County Advisory Board for Junior Achievement of Western Pennsylvania; Board member of Indiana University Pennsylvania - Research Institute (IUP-RI) serving on the Finance Committee. Past Board Member of The Foundation for Indiana University of Pennsylvania (FIUP) – Investment, Fundraising/Development and Residential Revival Indiana Committees of the FIUP. Board Member of the Indiana County Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Past Board Officer-Treasurer for the United Way of Indiana County, and Past Board Member for the YMCA of Indiana County.
Brad is a graduate of the University of Pittsburgh with a Bachelor of Arts Degree in Business Economics with a concentration in Finance. In his spare time Brad enjoys outdoor activities, skiing, bicycling, fly-fishing and travel. He and his wife, Diane, reside in White Township, Indiana, Pennsylvania.