Fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) specializing in financial planning for small business owners.
That’s me and my wonderful family – my wife of over 25 years, Karla, and my daughter, Megan, who attended and swam for the University of Georgia.
I founded a technology company – OrcsWeb – in June of 1996. Over the following 18 years, I grew it into a nice-sized multi-million dollar venture, employing dozens of employees across six states. After rejecting numerous acquisition offers over the years, I finally found a great match and sold the business in 2014. That sale included all three brands I was running at that time – OrcsWeb, Cytanium, and CloudServers.com.
I’ve also previously been involved in starting up a non-profit swim team, a non-profit private school, and a financial coaching business. As a mentor for the College of Charleston’s ICAT Entrepreneurship Program, I engaged with various teams on a regular basis both during and post-program to help them work through startup challenges to build a viable venture. I’m also plugged-in to the local angel investing and startup scene with a handful of active startup investments.
“Brad is phenomenal at providing real-life business advice, especially by identifying any potential issues with your current plan, then providing specific guidance on avoiding or addressing the concerns.” – Kristina Friend, ICAT member
Technology is a side interest of mine too. Well, “side interest” as much as I do anything on a small scale. I wrote code for years, was a Microsoft MVP for ASP.NET & IIS, was on the Advanced Technology and Integration at NASDAQ for a while, and was the Director of IT at LendingTree to take them through their IPO.
I believe in constant learning and pushing myself, so I also achieved Microsoft’s MCSE and Redhat’s RHCSA certifications a number of years back.
Outside of work activities
I like running, swimming, hiking, fishing, and travel. I’m an active member of Seacoast and serve on a number of their ministries including Financial Peace, Workplace Impact, and leading multiple global missions teams.
What drives me today is my passion to help others.
I love working with entrepreneurs regardless of whether they’re just getting started, are in active startup-mode, or have been running a small business for years and want to grow and improve upon it.
Starting and running a business is a very risky venture but there are ways you can lower the risk without lowering the reward potential – and an experienced entrepreneur sharing experience and perspective can help. To facilitate that, I can help you maximize the value you’re building inside of what is likely your largest investment – your business.
I also understand – and unfortunately, many people don’t get this – that entrepreneurship overlaps personal life in tons of ways. Success in business impacts personal finances; personal finances can impact the business.
My goal is to help people.
I had a nice exit and consider myself semi-retired. My family and I live fiscally smart so my goal isn’t to gouge anyone. In fact, I don’t charge anywhere near what others have told me I should. And I want to make sure that any engagement is going to be a win-win… so let’s talk first (free) to make sure we get along and are a good fit.
If you want to chat about potentially working together on something, just sent an email and we can arrange a time to chat.