Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • FINRA Series 7 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • FINRA Series 9 License
  • FINRA Series 10 License

Education

  • DePaul University - Business
  • Indiana Wesleyan University - MBA

Awards & recognition

  • Ameriprise Circle of Success, 2019-2020
  • Five Star Wealth Manager, 2020

Previous experience

  • Financial Advisor - Morgan Stanley, 2005-2017
  • Financial Advisor - Edward Jones, 2001-2005

Community participation

Marco Island Prayer Breakfast

Interests

Brad enjoys spending time with his wife and 4 children.