Brad has been working in the financial services industry since 1999, with experience in taxes, financial planning and investment strategy. He has attained the Advanced Wealth Management designation (AWM). This rigorous education program and designation is geared toward meeting the specialized needs of individuals. Brad uses a customized process to help clients accumulate, protect, enjoy and transfer wealth. This process also addresses the complex needs of clients in the areas of estate and trust planning, insurance solutions, retirement planning, charitable giving, planning for business owners and advanced investment strategies. Brad graduated from the University of Nebraska – Lincoln with a degree in business finance and has passed the Series 7, 66, SIE and insurance exams. He and his wife, Allison, have three children. Brad is actively involved with his local church, community and his children’s youth activities.