Brad Fisher

Casey Ashlock

Brad Fisher joined our team as a financial planning specialist in late 2013. Brad has broad, well-rounded experience in the financial services industry having worked in banking, at an insurance agency and at a brokerage firm and he has been focused on financial planning since 2001. He has extensive knowledge in investment management, retirement planning, and risk management but can tie these broad concepts together into a cohesive plan for clients at any stage of life.

Brad received his bachelor’s degree in political science from Vanderbilt University, an MBA with a finance concentration from Wake Forest University, and a Graduate Certificate in Personal Financial Planning from Georgia State University. He received his Certified Financial Planner™ designation in 2003 and is currently pursuing the Retirement Income Certified Professional (RICP®) designation. Brad has taught evening courses in financial planning at Emory University in Atlanta and Bellarmine University in Louisville. Additionally, he has been an instructor for the Investment Planning module offered by Kaplan Continuing Education to industry professionals in order for them to sit for their CFP® certification. He is member of the Financial Planning Association (FPA).

Brad grew up in Louisville and returned home from Atlanta, GA in 2005 to be closer to family. Outside of work, Brad enjoys spending time with his family, watching college athletics, playing tennis, and coaching his eldest son’s sports teams. Brad is married to Jennifer and they have two children, Will and Tyler.

Call him at (800) 344-9098 or reach him by e-mail at