Senior Vice President,
Employee Benefits Services
Brad leads the employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans and employee stock ownership plans. The division provides accounting and consulting services to clients on employee benefit plans including plan design, implementation, operation, fiduciary due diligence, and compliance.
Brad is also well-versed in executive compensation planning involving non-qualified plans, such as phantom stock plans, top hat plans, excess benefit plans and other deferred compensation approaches. He has served as consultant to numerous Fortune 500 corporations in the area of investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans.
Brad is a graduate of the University of Nebraska-Lincoln, where he received his bachelor of science degree in finance. He graduated with the highest distinction from the Keller Graduate School of Management with a master of business administration degree and is a registered investment advisor with Series 7, 24, and 66 FINRA registrations.