Background and experience

Brad works with his clients to help them achieve financial freedom and a work-optional lifestyle. He works with clients to identify and quantify their goals and comfort level with risk and pulls all the pieces together into an actionable plan.  This plan is reviewed with clients on a regular basis as his clients’ life circumstances change, and   appropriate adjustments are made to keep them on track toward their financial goals.

Brad is a Marine Corps veteran having deployed in support of operations Desert Storm, Enduring Freedom and Iraqi Freedom. He began his career in the financial services industry with Edward Jones in 2014. Brad earned his MBA from Naval Postgraduate School, Monterey, CA in 2004, a M.S. in Cost Estimating and Analysis from Naval Postgraduate School, Monterey, CA in 2013 and a B.S. in Biochemistry and Molecular Biology from the University of Tennessee in 1998. Brad also holds the Accredited Asset Management Specialist (AAMS ®) designation.

Away from the office

Brad and his wife Victoria have two children, Hannah and Mckenzie.   Spending time with family is a top priority for Brad and Victoria. Their children are actively involved in swimming and volleyball and they spend a lot of quality time taking RV trips whenever they can. Brad believes strongly in giving back to his community and served as a City Councilman for 10 years in Fredericksburg, VA and currently plays guitar with LifePoint Church’s worship team.

Brad is an avid triathlete having completed several triathlons to include an Ironman.  When he’s not training, Brad enjoys reading, playing the guitar and saxophone and riding his Harley with friends and family.

Laurie Knights, Senior Client Associate, will be in touch with you to set all of our reviews and administrative operations. She will also notify you of any upcoming client events or educational seminars and send informative articles in a timely manner.

How I can best serve you
Wells Fargo Advisors considers communication to be a vital part of our service commitment. We recognize that our clients, as individuals, may look to obtain information in a number of different ways, methods or styles.

As a Senior Client Associate, Laurie is instrumental in managing our client communication efforts. Laurie helps orchestrate educational seminars and client appreciation events. Laurie facilitates the delivery of relevant information from Wells Fargo Investment Institute and other resources, schedules and prepares financial materials for clients’ review meetings, and maintains her advisor’s marketing outreach in multiple social media platforms.

She actively assists in WFA money movement operations, and all client administrative and service needs.

Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Background and personal
Laurie is ideally equipped to serve our clients in her role of Senior Client Associate. She holds a B.A. degree in English/Creative Writing from Sweet Briar College and joins the team with twelve years of experience in the financial services industry-all of which involved direct interaction with clients.

Laurie and her husband Laird have two beautiful, independent daughters who are energetic go-getters, just like Laurie. Laurie is involved in Lake of the Woods Church in Locust Grove, VA with her husband, as empty nesters, where she and her family reside.