Brad

Holly

CRPC™, CFP®

picture of a planner

Here to act in your best interests

About me

The main reason I became a financial planner is I enjoy making a meaningful impact in the lives of my clients and helping them achieve their financial dreams. Away from work, I’m all about spending time with my wife and four kids. I love to spend my weekends golfing, hiking, and serving in the youth ministry at my church.

Certifications

Chartered Retirement Planning Counselor™

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Business - University of Phoenix

Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

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