Brad has been with H&M since 1982, primarily focusing on Assurance, Tax, Management Advisory Services, and business and individual financial planning.
Brad's professional experience prior to joining H&M was with the international firm Deloitte & Touche. Brad has particular expertise with large and small businesses in manufacturing, agri-business, professional services, engineering and closely held businesses and their owners.
For years Brad has been asked to speak on various subjects including the Life Long Learning Programs, business and individual financial planning. His experience and training has allowed him to provide value to his clients and audiences by focusing on the difference between board fiduciary and management responsibilities. He enjoys leading discussions on board fiduciary responsibilities, business controls and analytics, and faith-based financial planning.
Businesses and individuals have different needs at different stages of their lives. Brad enjoys the challenge of providing financial planning advice tailored to these different and ever changing needs.
Education
- Bachelor of Science in Business Administration – The Ohio State University
Professional Accreditation
- CPA – Certified Public Accountant, Ohio
- Licensed Investment Advisor
Associations & Memberships
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA) - Past Executive Board Member
- Past Chairman of the Board of Marion General Hospital
- Past Board of Directors and Financial Committee – Ohio Health - member of Hospitals: Riverside, Grant & Doctors in Columbus
- Trustee and Board Member of several foundation and community boards
- Investment Chairman – Marion Rotary Foundation
Speaking Engagements & Training
- "Boardmanship", Marion Leadership Training
- Frequent "Small Group" training leader on financial and resource planning
- Frequent client Board of Directors presentations of audit, tax, and advisory including business controls, analytics and industry benchmarking
- "Management Accounting" - Guest Lecturer for The Ohio State University
- "Fiduciary Responsibilities" - Training for Board of Directors, Marion Community
- "State of the Profession" and "Sarbanes-Oxley Legislation"
