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5.0

/5.0
/ Based on 2 ratings
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Keith Heichel

I have worked with Brad over the last 10 years. I have come to respect Brad as a very bright person and an outstanding CPA. Brad takes extreme care of his clients and always looks out for their best interest. If you are looking for an CPA that can take care of all your business and personal planning issues, Brad is your guy.

Pete Rife, CISSP, CISA, CDPSE

I have worked with Brad for many years on a variety of projects. Brad is a person of exemplary character and is a consumate professional in everything he does. His expertise in business has proven invaluable many times over. I can recommend Brad with the highest confidence.

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Director
      • Jul 2020 - Present

      See our/my team's responsibilities on our website.

    • Managing Principal
      • Jan 2002 - Jul 2020

    • Owner
      • Jan 1988 - Jul 2020

    • Wealth Planning & Licensed Investment Advisor
      • Jan 2000 - Present

      Wealth planning advisory services for high net worth individuals, particularly those who own closely held businesses. Our Advice includes business structure, succession, retirement, tax and estate planning and investment advisory. Because we are fee only advisors we perform our services under fiduciary standards of care. Wealth planning advisory services for high net worth individuals, particularly those who own closely held businesses. Our Advice includes business structure, succession, retirement, tax and estate planning and investment advisory. Because we are fee only advisors we perform our services under fiduciary standards of care.

    • 1 - 100 Employee
    • Certified Public Accountant
      • Sep 1979 - Dec 1982
    • United States
    • Ranching
    • 1 - 100 Employee
    • Accounting Manager
      • Jun 1976 - Aug 1979

Education

  • The Ohio State University Fisher College of Business
    B.S., Business Administration - Accounting Major
    1972 - 1976

Community

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