BRAD CALDWELL, FINANCIAL PLANNER, PARTNER

Brad Caldwell is tireless in promoting clients’ financial well-being. He considers himself a “financial quarterback,” leading and coordinating with a client’s other financial service providers — from accountants and bankers to estate attorneys and realtors — to deliver the very best results. His goal is to provide greater peace of mind for clients and ensure that all financial professionals are aligned for the common goal of providing a single, clear blueprint for a solid financial future. He has worked in the financial industry since 1998. LICENSES & CERTIFICATIONS: CERTIFIED FINANCIAL PLANNER™ practitioner, CFP® Licensed Insurance Agent