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Brad joined McCrate, DeLaet & Company in 2018 as a full-time Wealth Management Advisor after having spent the past 11 years as a financial advisor with a Fortune 500 company. He specializes in investment portfolio management and design, insurance and risk management, retirement planning, and business retirement plans (401k, Simple, SEP IRAs). He has a passion for the investment world and enjoys analyzing investment trends, market cycles, and current economic news.
Brad graduated in 2005 from the University of Cincinnati with a Bachelor of Business Administration degree in Finance and a minor in Business Entrepreneurship. He has passed the FINRA Series 6, 7, 63, and 65 exams, and holds his Ohio Life & Health insurance license.
Brad is an active member of his community. He is currently serving as president of the New Knoxville Ranger Athletic Boosters, and vice president of the New Knoxville Youth Baseball board. He has also served as a member of his church board and past president of West Central Ohio NAIFA.
Brad lives in New Knoxville with his wife Krista and their three children Connor, Caleb, and Courtney. He enjoys golfing, reading, and spending time with his family and friends in his spare time.