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Brad Holmgren, CPA

Senior Tax Accountant

Brad's Favorite Quote

“Humility is not thinking less of yourself but thinking of yourself less.”

C.S. Lewis

Brad serves as a Senior Tax Accountant for Signal Tree Tax Services, where he provides
comprehensive tax support for both business owners and individuals. As a Certified Public
Accountant, his focus is on tax compliance and planning for closely held businesses.

Brad began his career at a family-owned tax practice in Canton, Ohio, where he gained
hands-on experience in bookkeeping, tax preparation, and strategic planning for small
businesses and individual clients. He later expanded his expertise at one of the nation’s
largest accounting firms in downtown Cleveland, working closely with executives and
business owners on complex tax and wealth management matters.

Brad is committed to building trusted client relationships by providing clear, practical
guidance and helping clients navigate complex tax matters with confidence.

Residing in Copley, Ohio, Brad enjoys being actively involved in his community and
church, where he serves as a deacon and worship leader. Outside of work, he stays
active through basketball, softball, and volleyball leagues and loves spending time with
his wife, Rebekah, and their daughter, Madelyn.

Education & Professional Designations

Certified Public Accountant (CPA)
Franklin University – B.S. in Accounting, with Associate Degrees in Business Management and Finance

Tax and accounting services are provided by Signal Tree Tax Services, LLC, an affiliate of the Advisor under common ownership and control. These services are separate from the Advisor’s investment advisory services. Clients of the Advisor are not required to engage with Signal Tree Tax Services, LLC, to maintain a relationship with the Advisor.