Brad J. Combes

Brad Combes has spent the past two decades helping dental professionals take control of their financial lives. His approach is built on a simple foundation: take the time to understand what matters most to a client, then build a plan around that — not the other way around. It’s a philosophy rooted in education, collaboration, and the kind of thoughtful planning that gives clients real confidence in where they’re headed.

That client-first mindset shows up in everything Brad does. He works closely with dentists at every career stage — from associates managing student debt to practice owners navigating the complexities of business growth and long-term wealth. His comprehensive approach centers on clear communication and ongoing guidance, ensuring clients feel informed and empowered at every turn.

Before finance, Brad’s path included a healthy dose of competition. He earned his Bachelor of Science from Berry College in Rome, Georgia, where he played collegiate basketball. He went on to complete his MBA from Berry in 2005 — while simultaneously coaching the college’s inaugural women’s volleyball team. He holds the CLU® professional designation from The American College of Financial Services, bringing both strategic depth and technical rigor to every client engagement.

Outside the office, Brad is deeply involved in his community — volunteering with Athlete Connections, Make-A-Wish Foundation, Guys with Ties, and the Central Florida YMCA. He and his wife, Liz, are loyal Dallas Cowboys and Orlando Magic fans who love traveling, boating, and cheering from the stands. They live an active life in Central Florida with their son, Dutton, and two English bulldogs — Wellington and Risotto.