Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
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    • Drew S. Osborne
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Brad J. Harrison

Home » Who We Are » Brad J. Harrison
Chief Compliance Officer
Tax Manager
Brad J. Harrison

Education and Certifications

  • Bachelor’s Degree in Accounting from University of Kansas
  • Certified Public Accountant

About Brad

As Windward’s Tax Manager, Brad works with our wealth management team to provide our client families with income tax planning and return preparation. Brad views income taxes as an integral piece of your entire wealth management picture and understands the impact tax liabilities have on your entire personal financial situation, your family and business.  In addition, Brad manages Windward’s securities law compliance responsibilities.

Brad graduated from the University of Kansas with a Bachelor’s Degree in Accounting. He has also earned his CPA license and belongs to the American Institute of Certified Public Accountants and Missouri Society of CPAs Association. Prior to joining Windward, Brad worked as a tax professional for Grant Thornton for six years.

Brad resides in Kansas City, Missouri. He enjoys traveling, playing and watching sports, and spending time at the Lake of the Ozarks.


Affiliations

  • American Institute of Certified Public Accountants
  • Missouri Society of CPAs Association

Contact Brad

bharrison@windwardfp.com
913.601.3109

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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Our last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116