Brad works closely with individuals, families, and business owners to manage their assets and preserve their legacy. If you’ve ever met Brad, you know how much he enjoys engaging with people. Those conversations enable him to build lasting, meaningful, and personal relationships with his clients.

Brad will be the first to tell you that he didn’t begin his career in the financial industry. He’s an entrepreneur who started out as a small business owner. For more than a decade, Brad operated two family-owned businesses specializing in event and equipment rentals: Party Showcase and United Rent-All. His business experience also includes successfully developing commercial real estate projects and owning a franchised business. That broad business experience gives him unique insight into the needs of business owners today.

When Brad sold his first company more than 15 years ago, he began pursuing a new passion: wealth management. He established White Oak Wealth Partners to provide families with something that had been missing when he worked with other financial firms — an intimate personal relationship and an attention to detail that others simply couldn’t provide. When you have a pressing need — business or personal — Brad takes pride in knowing that he’ll be there to answer the phone when you need him.

His business background also enables Brad to provide exceptional guidance to business owners on business succession, exit planning strategies and other business matters.

Brad has lived in Raleigh since a young age and graduated from NC State University with a degree in business administration. He is actively involved in the local community and enjoys helping others. He currently serves on the Board of Directors at Healing Transitions and is a long-time volunteer for Boys and Girls Club of Wake County. He and his wife, Ameshia, have two sons in high school. They enjoy spending time at Topsail Beach and cheering on their favorite high school, college, and professional sports teams. #skocaps #gopack #gocanes