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, Brad pursued a career in the financial services industry. He spent the first decade of his career with a regional consulting firm, honing his skills, then went on to open his own firm and focus on his love of providing retirement advice. With many years of financial services experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community.

Family means everything to Brad. He and his wife, Angie, joyfully welcomed their daughter, Eleanor, in November 2021 and their sweet son, Theodore, in July 2025. Their home is full of love (and a little extra fun) thanks to their two rescue dogs, Lucy and Ocque. When Brad isn’t in the office, you’ll often find him on the golf course, at the park with the dogs, or simply soaking up time with his family and making memories together.