Brad Hager

I have more than 25 years of experience in providing strategic tax planning, tax preparation, compliance, and consulting services for individuals, families, and small businesses. I have served a diverse mix of clients, including technology executives, medical professionals, closely held businesses owners, and other senior and retired executives.

I am a graduate of Miami University with a Bachelor of Science in Business with a major in Accountancy. I have CRPC® certification (Chartered Retirement Planning Counselor). I joined the Chicory Wealth team in September of 2024. I was attracted by the fantastic team of client and service-focused professionals and the incredible dedication to serving our communities through charitable giving and sharing of our time to help others.

I live in Cary, NC, with my wife Patty and our twin boys; one is in law school at Tulane and the other is a first-year MBA student at Northeastern University in Boston. For me, a balanced life includes hiking (goal of trying to hit the high points in the Southeast), climbing, skiing, and golfing. We love to travel and spend time with family and friends and cheer on my beloved Pittsburgh Steelers along with Duke and Syracuse basketball.

I try to give back through coaching AAU and youth basketball, mentoring, volunteering, and counseling youth. Finally, to quote the late Jim Valvano, “If you laugh, you think, and you cry every day, that is a heck of a day.”