Casey Peterson, Ltd.
Brad Barclay is a seasoned professional with extensive experience in business development and sales, currently serving as a Business Development Consultant at Brad Barclay Designs since January 2022. Prior to this role, Brad worked in technical sales at Phase Technologies and held various positions at US Foods, including New Business Manager and District Sales Manager, from March 2019 to August 2023. Additional experience includes serving as Marketing Manager at Casey Peterson & Associates, General Manager at Liv Hospitality, LLC, and Sales Associate at Sysco from 2007 to 2014. Brad Barclay holds an Associate’s Degree in Business Administration and Marketing from National American University and studied at Minnesota State University, Mankato from 1994 to 1997.
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Casey Peterson, Ltd.
Casey Peterson, LTD is a locally owned certified public accounting firm satisfying the needs of businesses and individuals since 1977. Our success is directly attributable to our commitment to providing quality service in a timely fashion. This is why we've grown to more than 70 employees and two locations. https://bit.ly/CPsocialmediapolicy Expansion to Gillette, Wyoming We expanded our company in 2009 to meet the tax and accounting needs of the northeastern Wyoming area. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Casey Peterson. LTD. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.