Brad retired at the end of 2024 after an enjoyable and successful career providing tax, financial and business services to our closely held businesses and individual clients. It was in 1986 that Brad founded the firm with the concept and mission of a “partnership” with clients in assisting them in reaching their business and financial goals. Brad managed the early growth of the firm and setting of the platform for the expansion into the many areas of financial and business services, including his personal expertise in exit strategy planning and execution, and tax strategy services.

Brad’s entrepreneurial experience and relationships with private business owner/entrepreneurs led to his involvement as an equity holder in several business ventures in high tech, commercial real estate, residential real estate, retail and intellectual property.

Brad is now using his experience and talents, along with his wife Missy (Jeri), in directing the two nonprofits they founded, Common Grounds Oregon and Special Living, as they are greatly involved with the intellectually and developmentally disabled community in Lake Oswego and the greater Portland area. They have shared that they feel truly blessed to have the opportunity to be involved through the needs of their special children, Ashlie and Austin, and are very excited to be continuing that work.

Brad and Missy are enjoying an active lifestyle with all four children and now two (so far!) grandchildren, along with Brad’s passions of being an avid skier and musician, and now, throwing a bit of travel in with all that. We wish Brad the best in his retirement!