Brad Colvin, CFP®, is a Financial Advisor and Vice President at Baird, where they have been employed since 2022. With a focus on Baird’s MASTERPLAN® process, Brad assists individuals and families in making informed financial decisions, covering areas such as retirement analysis, investment strategies, insurance, estate planning, and tax planning. Prior to this, they gained experience through internships at ERIEBANK and Hefren-Tillotson, and have been a Financial Advisor at Hefren-Tillotson, Inc. since 2015. Brad holds a degree from California University of Pennsylvania, earned between 2011 and 2014.
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