CPA, MBA, Principal
“In the current economy, businesses and business owners have the same opportunity to prosper that has always been available. However, it requires diligence, teamwork and a focus on not only working for your business but on your business. I believe working side by side with a professional you can trust is a cornerstone of that process.”
Brad is a Principal in the Matthews office of Aprio where he heads our Accounting Solutions group. As a member of the National Society of Certified Healthcare Business Consultants, Brad works extensively with medical professionals providing doctors, dentists and surgeons the opportunity to rely on their CPA firm as a strategic business advisor.
A special interest for Brad is helping clients maintain and review internal controls and metrics and their effect on the bottom line of small businesses and its owner’s involvement. He believes that the unique experience of a small business owner is that the decisions made day to day and year over year have a direct effect on current earnings and future prospects; that with the proper planning and processes in place, those decisions can present opportunities that are endless.
Brad married a Charlotte native, Alisa, in 2009 and subsequently relocated from Savannah. Together they have welcomed three children to their family, their daughter, Eloise, and two sons, Arlo and Lincoln. While at Campbell, Brad was a member of the men’s basketball team and was named to the Division I-AAA Athletic Director’s Association Scholar-Athlete Team. Today, although he stresses his better days are far behind him, he remains an avid sports fan and active on the golf course and in various recreational leagues.
As a member of the Charlotte community, Brad has been named to the Board of Directors of the Charlotte Chamber – Ballantyne Chapter, the NCACPA – Charlotte Chapter, and serves on the Board of Directors of a charity he helped start: the Ballantyne Ball – a local 501(c)(3) that pours its time, energy and efforts in raising funds for other local Charlotte charities that benefit the Charlotte community directly.
- Campbell University (MBA, concentration in Finance)
- Campbell University (Bachelor of Business Administration in Trust and Investment)
- Charlotte Chamber (Ballantyne Chapter) – Board of Directors
- National Society of Certified Healthcare Business Consultants
- The Ballantyne Ball – Board of Directors
- Certified Public Accountant NC #36858