Brad has worked in the financial services industry since 2005 and has the expertise necessary to create a retirement plan solution to meet your unique goals. He provides disciplined, high-quality investment management, customized participant education and training, and client-specific plan review and consultation for businesses seeking to optimize their retirement plans. By building long-term client relationships based on prudence, responsibility and trust, he helps individuals and organizations establish and meet their retirement benefit goals.

Before assuming his current position, Brad served in a variety of financial service roles at several organizations, most recently working as a retirement plan consultant for an investment firm.

Brad holds a bachelor’s degree from Minnesota State University, Mankato and earned his MBA from the University of St. Thomas. He also holds an Accredited Investment Fiduciary® (AIF®) designation.

An Iowa native, Brad enjoys spending time with his son running, playing golf with friends, watching sports and riding his motorcycle.