Brad is a Senior Portfolio Manager at TAVO Wealth, specializing in the design of bespoke investment portfolios tailored to clients’ unique goals, risk profiles, and long-term objectives.
Prior to TAVO, Brad served as an Investment Consultant within an independent RIA, where he focused on portfolio construction, investment manager selection, and the ongoing management of model portfolios. He also led the implementation of a modern financial planning program to elevate the firm’s client planning experience. Earlier in his career, he worked in private banking, supporting affluent individuals and families with their investing, lending, and comprehensive financial planning needs.
Before entering the wealth management industry, Brad worked in the assurance practice of a Big Four accounting firm, where he earned his Certified Public Accountant (CPA) license in the state of Louisiana. He is a graduate of Louisiana State University, where he received a Bachelor of Science in Finance, and is also a CFA® charterholder.
Brad and his wife, Catherine, are proud parents to their two daughters, Lillian and Lucy. Outside of work, he enjoys supporting the local sports scene - including his hometown New Orleans Saints and LSU Tigers - along with fishing and traveling.
Though a New Orleanian through and through, Brad is excited to put down roots in his new hometown of Houston while building lasting relationships alongside the TAVO Wealth team.