Guidance You Can Trust. Experience To Rely On.

Brad is Managing Director – Investments at Wells Fargo Advisors. Brad has been guiding families, business owners, and charitable organizations through thoughtful financial planning since the start of his career at Smith Barney in 1996. He takes a holistic approach to wealth management, designing customized strategies that reflect each client’s unique financial situation, long-term goals, and values. His focus areas include retirement planning, investment strategy, and multigenerational wealth transfer.

With a background in both economics and business, Brad brings a strategic mindset to each client relationship. He believes that clear communication, ongoing collaboration, and regular plan reviews are essential to helping clients stay on track through changing market conditions and life events. Brad has earned his CERTIFIED FINANCIAL PLANNER^® professional designation. To earn his CFP® credential, Brad completed hundreds of hours of rigorous courses and examinations. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER^® practitioners from other professional advisors, who typically focus on only one area of a client's financial life. He also holds the Chartered Retirement Plans Specilaist^TM (CRPS^TM) designation which enables him to focus on retirement planning for employees and management in both the public and non-profit sectors. 

Brad earned his bachelor’s degree from Rutgers University and his MBA from Temple University.

He lives in Blue Bell, Pennsylvania, with his wife Lindsey and their two sons, Jacob and Andrew. Outside the office, Brad enjoys golfing, home improvement projects, and attending local sporting events.

Michael is Vice President at Wells Fargo Advisors. Since 2015, Michael has worked closely with corporate executives, business owners, and families to develop clear, actionable strategies that align their financial decisions with their long-term priorities. He believes that meaningful planning starts with truly understanding what matters most to each client—whether it’s growing a business, preparing for retirement, or creating a lasting family legacy.

Michael specializes in delivering creative, personalized solutions across key areas including investment strategy, cash flow optimization, retirement planning, and business succession. His disciplined process is designed to define goals, identify opportunities, and implement thoughtful strategies that aim to produce consistent, predictable outcomes—especially in complex financial situations.

Michael began his career working in the municipal accounting and finance sector. He holds a bachelor’s degree in Economics from Rowan University, and maintains FINRA Series 7 and 66 securities registrations, as well as life and health insurance licenses. In 2018, he earned the CERTIFIED FINANCIAL PLANNER^® professional designation, reflecting his commitment to high standards of knowledge and ethics in financial planning.

Michael resides in Woolwich Township, New Jersey, with his wife Alyssa and their two children, Lilly and JJ. Outside of work, he enjoys traveling with his family, golfing, and playing beach volleyball—and he values the time spent connecting with friends and clients throughout the Delaware Valley.

Meghan is a Senior Client Associate at Wells Fargo Advisors. Prior to moving with the team to Wells Fargo Advisors, she was a Client Associate at UBS. Meghan brings extensive experience in client service and relationship management from her previous roles in retail banking, where she began her career in 2006.

She is passionate about developing deep, meaningful connections with clients, providing exceptional support, and ensuring a seamless experience in every interaction.

Meghan excels at understanding the unique needs of individuals and families, offering personalized attention to enhance client satisfaction and trust. Her commitment to service excellence makes her an integral member of the team and a valued resource for clients.

Meghan resides in Haddonfield, New Jersey, and enjoys spending quality time with family and friends, exploring local community events, and staying active in her hometown.