Brad’s always enjoyed the process of planning, which is what led him into a wealth management career. Since joining Baird in 2006, he’s found deep fulfillment in helping people plan for great financial outcomes that lead to increased stability. The constant changes in people’s lives, financial markets, planning strategies, and technology are many. Brad’s always ready to help clients sort through the information that’s important to their unique situations, and provide peace of mind along the way.
Intent upon providing the best service possible, Brad is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®, which focuses specifically on high-net worth planning strategies. Additionally, he successfully completed the Yale School of Management Wealth Management and Theory program, and earned his BBA degree in both accounting and finance from Grand Valley State University. He had the opportunity to study international business abroad at Kingston University, just outside of London.
Brad lives in Holland, Mich. with his wife Kelli and their three kids. In his free time, Brad enjoys running, reading non-fiction books, boating, watching basketball, and attending his children’s various activities.