As a Managing Director in Carson Wealth’s Bay Area office, Brad brings over 17 years of experience to the team. Brad’s vision is to help clients live for today, as well as plan for tomorrow. His unique gift of identifying planning opportunities helps clients face the future with financial confidence. Brad is dedicated to providing the highest level of service to clients.
Brad founded and managed Dillon Wealth Management in Vincennes, Indiana. In 2009, Brad partnered with Carson Group Partners as an independent advisor and continued that relationship until he transitioned his firm in 2014 into a Carson Wealth office. In 2015, Brad joined the San Francisco Bay Area branch of Carson Wealth as their Senior Wealth Advisor. Brad will continue his role as Managing Director for his Indiana firm and will visit quarterly.
A graduate of University of Southern Indiana, Brad majored in Political Science and received his Bachelor of Science degree in 1996. Upon graduation, Brad was employed by Prudential Securities. Due to an acquisition, he transitioned to Wachovia where he remained until 2007. Dillon Wealth Management was launched in 2007. Brad has earned the series 7, 63, 65 and 24 security licenses.
Brad currently resides in Petaluma, California with his wife, Shannon, and their daughter, Harper. Brad loves his pets: Sam, the Himalayan cat, and Oliver, the labradoodle. Brad is an avid golfer and is very passionate about Indiana Hoosier basketball and Cincinnati Reds baseball. He is a wine enthusiast and enjoys spending time in California’s wine country. Brad and his family love to travel and their favorite vacation was their trip to London and Scotland.
Getting to know Brad
Favorite food: Pizza
Best piece of financial advice by his Dad who told Brad, “If you ain’t got it, don’t spend it!”
Favorite quote: “If you don’t know where you’re going, you might wind up someplace else.” – Yogi Berra
If Brad could meet anyone, past or present, it would be: His biological father.
Favorite book: My Prison Without Bars: The Pete Rose Story
Favorite movie: Caddyshack and To Kill a Mockingbird
What motivates Brad: His wife and daughter motivate him daily
Favorite holiday: Christmas
Something on Brad’s bucket list: A vineyard tour of Italy and completing a mission trip
Place Brad would most like to visit: Ireland