Pursue Your Goals

Brad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement dreams. He then went on to attend Eastern Michigan University and graduated with his Bachelor’s Degree in finance.

Following college, he spent his first decade of his career with a regional consulting firm, honing his skills. He went on to open his own firm and focus on his love of providing retirement advice. With more than 18 years of experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community. 

Brad is a very family centered person. In November of 2021, Brad and his wife Angie welcomed their first child, Eleanor Grace. Also, a part of the family is rescue dogs Lucy and Ocque. When out of the office, Brad enjoys golfing, taking the dogs to the park and creating memories with his family.