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. His typical client is within 10 years of retirement or already retired.
Brad holds a degree in Economics and Finance from St. Cloud State University and is a CERTIFIED FINANCIAL PLANNER™. He started his financial planning career with Ameriprise in 1991. He has been Independent Financial Advisor associated with Focus Financial since 1997.
Brad grew up in New Hope, Minnesota and has resided in the Twin Cities area most of his life. His hobbies include reading, golf and running. He resides with his wife Patti, and daughter Mia, in Plymouth, MN.
GETTING TO KNOW BRAD
Favorite food: Mexican
Favorite Minnesota Destination: North Shore
Favorite Movie: Planes, Trains & Automobiles
Favorite Sports Team: Minnesota Vikings
Favorite Sport: Golf