Wealth Advisor
Brad Tomlin
Came to planning from twenty years in healthcare, by way of a decade coaching families out of debt.
- CRD number
- 8253504
- Regulatory record
- SEC adviser summary
About Brad
With a 20-year background in healthcare, Brad brings a passion for service and a people-first approach to financial planning. In 2015, he completed financial coach training through the Dave Ramsey Network and has spent more than a decade leading Financial Peace University classes and coaching families on budgeting, debt reduction, and building a strong financial foundation.
- Education
- North Carolina State University
- Outside the office
Brad and his wife have been married for 20 years and have two children. Outside the office, he enjoys spending time with family, playing golf, and staying active on the ice, playing hockey.
Book time with Brad
Pick whichever length suits. If you are not sure, take the 30-minute call — it exists so you can find out whether we are worth more of your time.
- Intro call30 minA short phone call to see whether we’re a fit. No preparation needed.
- Video meeting60 minA longer conversation over Zoom to walk through your situation.
- In-person review90 minA full review at the High Point office.