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 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 has been recognized by RBC to various council memberships, given to only the top advisors at the firm on an annual basis. He was recognized to the Director’s Council in 2021, the President’s Council in 2022, and was named to the Premier Council in 2023. Most recently, Brad has been recognized as a member of the 2024 President’s Council.
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.
