1000 Shelard Parkway
My associate Monica Whitney & I have worked together as a team for 10 years. We bring a team approach to meet your needs. We have the experience and resources to handle every aspect of financial planning, wealth management and portfolio management that you may need.
CERTIFIED FINANCIAL PLANNER™
Brad is a 25 year veteran in the financial planning industry. He provides comprehensive financial planning and investment management services for his clientele of retirees and pre-retirees.
Monica is a CERTIFIED FINANCIAL PLANNER™. She graduated from Saint Cloud State University in 2007 with a Bachelor of Science degree in Finance. She has been working with Brad at Focus Financial for 12 years.
Margie is a new addition to the team. She graduated from the University of WI-Madison in Chemical Engineering but switched to customer service after raising 3 children. She is the administrative assistant to both Brad and Monica....