Brad is an Operations Manager at Strata Wealth Advisors, where he supports the Director of Operations and the broader Operations team in maintaining efficient back-office functions and enhancing the overall client experience. His role includes administering firm systems, technology, managing reporting to ensure data integrity and overseeing workflows to keep operations running smoothly and efficiently.
Brad earned his degree in Management from Southern Utah University. Prior to joining Strata Wealth Advisors, he spent five years at Fidelity Investments, gaining valuable experience across multiple roles, including customer service to supervisory positions. During his time at Fidelity, he held several FINRA licenses (Series 7, 9/10 and 24) that supported his leadership and oversight responsibilities. His other past roles include leadership positions supporting the client service teams.
Brad was born in Northampton, England. He moved to the U.S. when he was 12 years old and primarily lived in Utah before moving to Texas in 2020. He currently resides in Lewisville. He enjoys spending time with his partner, Trent, and their two Pembroke Welsh Corgis, Maia and Milo. He is an avid Formula 1 fan, enjoys playing city-building and strategy video games, 3D printing and loves exploring new restaurants around the Dallas-Fort Worth area.