Brad brings over 30 years of hands-on finance, tax and accounting experience to his Intellisource Financial clients. He also provides personal financial planning to individual clients. Prior to joining Intellisource Financial, Brad held positions as an in-house Finance Executive for numerous businesses, as well as managed various clients’ tax strategies and compliance efforts. Throughout his career, he has focused on staying abreast of the ever-changing tax laws so as to ensure clients are able to reap any benefits that may result from these changes. He has also been instrumental in raising equity capital and providing businesses support in securing debt for expansion or for weathering difficult times. Brad is a licensed CPA in Virginia, holds a Masters of Taxation from The American University and a BS in Accounting from Ithaca College. Brad also spearheaded Intellisource Financial’s acceptance in Quickbook’s Certified ProAdvisor program.