Financial Planning Associate
(248) 633-8104 | firstname.lastname@example.org
Brad works closely with the advisor team, helping them to design strategies that will place our clients in the best situation financially to achieve their lifelong goals. His past work experience has been in the life insurance, independent broker dealer, and registered investment advisory spaces.
Brad graduated from Northwood University earning a Bachelor of Business Administration degree, with a concentration in Finance. He is very passionate about his education and delivering the highest level of service to our clients. He is currently in pursuit of earning his Master of Science in Personal Financial Planning degree. During his free time, he enjoys staying active, watching sports, and, most importantly, spending time with friends and family.