Brad works directly with Evan Nuttall and Daniel Lloyd-Roberts as an Associate. Brad’s responsibilities include daily cash monitoring, building client relationships, and performing various research projects and analyses. He focuses on delivering outstanding client service and plays a vital role in assisting Evan and Daniel with their clients. Brad joined Stoker Ostler in 2022.
Prior to joining Stoker Ostler, Brad worked at a global investment firm where he helped connect clients with tools and resources to help set them up for investing success. Additionally, Brad worked as an advisor for Edward Jones where he helped his clients prepare for retirement. He recently passed the CERTIFIED FINANCIAL PLANNER™ exam and is active in the Financial Planning Association® (FPA®) of Greater Phoenix. Brad is excited to bring his passion for financial planning to Stoker Ostler and is eager to assist Evan with the planning process.
Outside of work, Brad loves hiking, cooking, Nebraska Cornhusker football, playing ultimate frisbee and volunteering as a youth advisor for the local Scottsdale BBYO chapter.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.