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Specialties
Investments, Financial Planning, Insurance, Tax Planning
Meet the Manager
Brad W.
Manager
Brad’s experience in the insurance industry began in 2003 while working in the health care industry for Anthem Blue Cross/Blue Shield in Louisville, KY. In 2008, he moved to Portland, OR where he began his career in Risk Management with Allstate Insurance Company.
In January of 2011, Brad joined Matrix Wealth Management as the Risk Management Consultant and Account Executive for the Property and Casualty business within the firm. He is currently licensed in Oregon, Washington, and California providing solutions to Home, Auto, Life, Health, Liability, and Business Insurance.