San Diego, California
Brad’s path to EP Wealth Advisors began when he learned about the power of compound interest while in a finance class at his alma mater, the University of Notre Dame. He began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. Brad moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner. At EP, Brad specializes in retirement planning and working with clients who have complex financial planning needs. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “5 year award winner” from 2013-2017 . Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat.” Brad, his wife Nicki, and their daughter McLaren live in the Golden Hill neighborhood of San Diego. In his spare time Brad enjoys traveling to unique destinations across the globe, mountain biking, coaching and golfing. He is also an avid college and pro football fan.
University of Notre Dame, B.S., MIS
