Brad Helms
Financial Advisor
Brad joined GenCrest Capital Partners as a Financial Advisor in 2024 after years of private practice and successful careers in textiles, technology services, and real estate development. The broad nature of his experience gives him a unique perspective on risk management and wealth accumulation. He was drawn to GenCrest’s collective culture of caring and commitment to serve others.
As a comprehensive financial planner, Brad analyzes how efficiently available funds are utilized to produce wealth building outcomes. He teaches financial principles that are sophisticated in their simplicity and rooted in the academic work of the most respected researchers in the industry. Brad strives to provide the tools and the education needed to have a comfortable understanding of the principles and strategies used to create successful wealth outcomes.
Brad holds both a bachelor’s degree in psychology and a master’s degree in business administration from Wake Forest University. In addition to being an investment advisor representative, he holds Life, Long Term Care, Disability, and Property insurance licenses.