Vice President | Wealth Advisor | Kansas City
Brad is a Certified Financial Planner™ professional who has been in the financial services industry for over a decade. Having served clients in many roles, ranging from Personal Banker to Financial Advisor, Brad brings a vast level of expertise providing a truly elite wealth management experience for his clients.
Brad has had the opportunity to live in multiple places across the Midwest, including Indiana, Kentucky, Chicago, and Missouri. Brad lives in Kansas City, where he enjoys golf, fitness, traveling and spending time with his family.
Missouri State University
Bachelor of Science in Finance
Certified Financial Planner – CFP®
Certified Private Wealth Advisor – CPWA®
College for Financial Planning
Accredited Asset Management Specialist – AAMS®
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