Financial Advice that Makes the Complex Simple.

About Brad

Brad started his wealth management journey in 1996 when he received his bachelor’s degree in political science from the University of Southern Indiana.

He then embarked on a career in financial services. Brad spent 10 years with Wachovia Securities before founding and managing his own firm, Dillon Wealth Management, in 2007.

Brad decided to start a new chapter six years later by partnering with Carson in 2013.

Today, Brad is the Managing Director of the San Rafael, California, and Vincennes, Indiana, Carson Wealth offices.

His passion for people, planning and philanthropy drive his approach to serving his diverse client base.

By instituting a consistent, team-based proven process, Brad helps individuals, multi-generational families and businesses find confidence in their financial lives in an ever-changing world.

Brad and his team focus on various areas of financial planning, including but not limited to:

  • Retirement distribution strategies
  • Tax strategies
  • Investment management (including environmental and social governance)
  • Budgeting
  • Cash flow planning
  • Estate planning
  • Insurance planning
  • Business succession
  • Business liquidation strategies

Brad lives in California with his wife, Shannon; his daughter, Harper; and their pets, Oliver the labradoodle, Jack the terrier and Milky the beta fish.

Both he and his family are avid supporters of nonprofits including: Rotary International, Marin Moca where Brad serves on the board of directors, Vincennes University, JDRF, American Cancer Society, several local food pantries and several mental health initiatives.

He is also an avid golfer and is passionate about any sport associated with Indiana University. Brad cheers on the Cincinnati Reds, Indianapolis Colts and the Golden State Warriors. A wine enthusiast, Brad enjoys spending time in California’s wine country. He and his family’s bucket list trip is a tour of Tuscany.

Brad is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

The philanthropic entities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates.

Favorite food:

Crab legs

Favorite quote:

“You never really understand a person until you consider things from his point of view” – To Kill a Mockingbird

Favorite book:

To Kill a Mockingbird

Favorite movie:

Shawshank Redemption