Brad is an advocate for clients and has a passion for all aspects of financial planning with specialization in asset management, investment planning, retirement planning, portfolio construction and savings strategies. Brad believes “It’s important to have a plan in place so you don’t have to sacrifice the things you enjoy doing at any time.”
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.
Education
Missouri State University
Bachelor of Science in Finance
Certifications
Northwestern University
Certified Financial Planner – CFP®
Yale University
Certified Private Wealth Advisor – CPWA®
College for Financial Planning
Accredited Asset Management Specialist – AAMS®
