Brad Wheeler, MBA, CPA, CGMA®, is a Wealth Advisor and Business Unit Leader at Level Four Financial in Bowling Green, Kentucky. They strive to help clients achieve their financial goals through investment advisory, financial planning, and risk management services. Brad holds a Bachelor's degree in Accounting and a Master's in Business Administration from Western Kentucky University. They have extensive experience in finance and management, having served 20 years at Western Kentucky University, culminating as Assistant Vice President of Business Services and Real Estate. Active in the community, Brad supports several local initiatives and leadership programs.
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