Brad is a licensed Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. In addition, he is a retired Partner of Brown Edwards. He has 35 years of experience in tax consulting, tax planning, and management advisory services for closely-held businesses and corporate executives. In addition to his extensive tax work, he performs business valuations for estate and gift tax returns, buy-sell agreements, transaction assistance and divorce settlements. He has served as an expert witness in trials on valuation and tax matters. His experiences in dealing with the IRS help him generate positive results for his clients in audit disputes.
Brad holds a Bachelor of Science in Accounting from Virginia Tech and a Masters of Taxation from Virginia Commonwealth University. He is also accredited in Business valuations by the AICPA.
He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, and has been recognized by Virginia Business magazine as a “Virginia Super CPA” in the area of individual taxation. He is on the board of directors for TowneBank and CA Human Services. He serves the community through his involvement with the Midlothian Rotary Club and Midlothian Rotary Foundation, and volunteers his time with local charities.