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Staff Bio

Brad WaltmanCPA

  • Position
  • Senior Manager
  • Since
  • 2024
  • Alma Mater
  • Western Washington University
  • Specialties
  • Bellingham OfficeIndividuals & Families

Hi, I'm Brad.

After graduating from Western Washington University, I began my career in public accounting at a regional CPA firm in Whatcom County. Over the course of my career, I specialized in individual income tax and estate planning, primarily working with high-net-worth individuals and families. I joined Larson Gross in 2024.

Throughout my career, I’ve focused on helping clients navigate the complexities of their unique financial situations. I find it incredibly rewarding to build personal relationships with my clients and help them make informed decisions that provide peace of mind.

My wife, Sarah, and I stay busy outside of work with our two young children, often running back and forth between soccer and T-ball practice.

—

Disclosures

“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

Larson Gross is a client of RSM’s Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

*The information provided by Elgie, our digital assistant, should not be considered tax advice. Actions based on the information it provides should not be taken without further consultation with a licensed tax professional. © 2010-2025

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