US Series, 7,6,24,63,65, Insurance Licensed

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“From my first day in the Financial Planning Industry, I knew I could have a positive impact on people's lives. However, I recognized that the industry needed major changes I would love to see the industry change from a transaction-based stock broker mentality to a value-based goal-oriented long-term relationship of trust with clients.”

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In 1994 Brad graduated from the University of Utah with a degree in Political Science with an emphasis in International Law and a Minor in History.

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Originally Brad intended to go to law school, but due to his work ethic, his college job at National Tire Warehouse turned into a full-fledged career. Shortly into his time with NTW Brad realized retail and one-time interactions with clients were not his passion.

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In 1999 Brad left a successful climb on the corporate ladder to join Principal Financial Group. While at a national firm, He recognized that large organizations seldom have the flexibility to do what is right for the client on an individual level. So in 2004, Brad opened his own firm Discovery Wealth Management.

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Brad is passionate about the stock market, long-term relationships with clients, and solving complex income needs. Brad’s clients have enjoyed decades of quality market research, planning, and customer service. Brad’s natural love of people and helping others be successful has made his passion a fulfilling career.

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In 2017 Brad joined his firm with Granite Canyon Wealth with the belief that like minded people working as a team can create unmatched value for clients.

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Brad is a member of Million Dollar Round Table and international organization of Financial Planners. He has been a member for nearly two decades. Within the organization Brad has held numerous leadership roles from organizing large conferences to overseeing MDRT’s charitable foundation. Most recently in August of 2019 Brad spoke at MDRT’s international conference. He spoke on efficiency and best practices in Financial Planning.