Brad has been in the financial services industry for 20 years, joining with The Bulfinch Group in 2013 and subsequently The Peters Group in 2017. Brad is passionate about helping others live a life of abundance so that they can help their loved ones live their best lives. Brad works with physicians and small business owners in their accumulation years helping them become world class savers.* He specializes in long term tax strategies, short & middle term wealth accumulation, retirement savings, college education savings, and protecting cash flow.**
Brad earned his Bachelor of Science degree from Bentley University and Masters of Business Administration degree from Northeastern University.
Brad and his wife, Kelly, reside in Westwood with their sons Jack and Davis, as well as their beloved pug, Paris. He enjoys spending time with his family & friends as well as golfing, skiing, playing tennis, and working out. He is a huge history buff and has a passion for traveling (he married in Florence, Italy!).
Brad’s belief in serving those who served us and his love for animals (especially dogs), motivated him to found the Boston Chapter of Pets for Vets in 2016, a 501(c)(3) nonprofit.