Brad is a Tax Manager who provides proactive tax solutions to high-net-worth individuals, business owners, and families to help them achieve their financial goals. He is a member of the LPC Family Advisory Services (FAS) group, specializing in family accounting services, retirement/insurance planning, and asset allocation advisory.
- Email: [email protected]
- Phone: 412.281.8771 x 219
- Fax: 412.281.7001
Tax Consulting & Compliance
Family Office
Closely Held Businesses
Brad’s main goal is to make the values and goals of each family the number one priority. Whether his client’s goals are wealth preservation, wealth accumulation, wealth transfer, or any other scenario, Brad is able to provide proactive solutions to help them achieve their goals.
Brad serves as Louis Plung & Company’s firm ambassador for the Pennsylvania Institute of Certified Public Accountants (PICPA). He also represents the firm as a member of the Association for Corporate Growth (ACG) Future Corporate Leaders (FCL) – a group of young professionals working to provide networking and educational opportunities for the under 40 crowd.
Brad attributes his success by always continuing to learn and to treat each client as a top priority. He was inspired to pursue a career in accounting to be able to help clients grow their businesses and be a trusted advisor for them.
Raised in Harrison City, Brad currently lives in Moon Township with his wife Juliana, and outside of the office he enjoys hiking, biking, and watching hockey.
Certified Public Accountant (CPA) – Pennsylvania
Certified Financial Planner (CFP)
- Professional Services+ Collaborative
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Estate Planning Counsel of Pittsburgh
- Association for Corporate Growth (ACG) – Future Corporate Leaders (FCL)
Penn State Behrend College
Bachelor of Science in Accounting (2018) and Bachelor of Science in Finance (2018)
