Brad Rice had been involved in the legal aspects of financial management and estate planning for nearly seven years when he became part of the EP Wealth Advisors team in 2022. Brad has worked in a variety of roles, including due diligence and risk management, as an attorney at Smart Schofield Shorter in the Greater Salt Lake City Area. Prior to that, his responsibilities included serving as a Compliance Analyst at Goldman Sachs, and a Business Strategy Intern at Charles Schwab while simultaneously completing his law and MBA degrees. Brad enjoys enabling clients to navigate the complexities of estate planning and helping them protect their legacies by making complicated ideas easer to understand. Outside the office, he looks forward to enjoying the local scenery while hiking and cycling, as well as attending theater performances.
Pennsylvania State University, JD, MBA; University of Utah, BFA