Brad Frey


Brad works with advisors in the Midwestern United States. He takes a special interest in getting to know clients and building long-term relationships.

Brad brings experience from roles at several major fintech companies, including eMoney Advisor. His years working in the financial services industry give him a deep understanding of advisor technology needs. He specializes in helping firms translate technology decisions into meaningful business outcomes. Brad studied at the University of Cincinnati in Ohio, where he currently resides. He enjoys spending time with his family, traveling and camping. Brad is a former PGA Member and served as the Head Golf Professional at a number of courses in Cincinnati.