Brad currently serves as a Director for H&M and has been with the firm since 1982, primarily focusing on Tax, Management Advisory Services, and business and individual financial planning. He is also a fiduciary based wealth planning advisor and is the Managing Member of H&M Financial Advisors.
Brad’s professional experience prior to joining H&M was with the international firm Deloitte. Brad has expertise in working with large and small businesses in the industries of manufacturing, agri-business, healthcare and professional services. He is especially skilled at working with closely held businesses and their owners. Because businesses and individuals have different needs at different stages of their lives, Brad enjoys the challenge of providing financial planning and wealth management advice to everyone from baby boomers to young people.
Brad is a true buckeye, holding his Bachelor of Science in Business Administration from The Ohio State University. He is active in the community and is the Past Chairman of the Board of Marion General Hospital, Past President and current Board Member of the Marion General Hospital Foundation, Past Board of Directors and Financial Committee – Ohio Health – member of Hospitals: Riverside, Grant & Doctors in Columbus. He is also the Past President and a past Board Member for the Marion Area Chamber of Commerce. A desire to help others always drives Brad. He is involved in various leadership activities at his church and he enjoys participating in International faith-based missions to Honduras and Haiti and leading mission funding for activities in multiple countries. Brad and his wife, Kathy, have toured the world by visiting and enjoying being in 13 different countries and Brad has attended every home and away football game between Ohio State and Xichigan since 1988. Brad and Kathy’s lives revolve around their 10 grandchildren.
Additional Accreditation, Associations & Memberships:
- Registered and Licensed Investment Advisor
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA) – Past Executive Board Member