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....