As a financial consultant, Brad strives to provide clients with exceptional and personalized service. He does this by working with clients to identify and prioritize their goals. Brad works with individuals and businesses, but primarily focuses his practice on working with educators and municipal employees to maximize their retirement benefits.
Brad received his bachelor's degree in Finance from the University of Wisconsin-Milwaukee. He joined the team at Lake Financial Group in the spring of 2018. Brad holds his Wisconsin Life and Health Insurance licenses, as well as his Series 7 and 66 registrations. After being born and raised in West Bend, Wisconsin, Brad moved to Port Washington and fell in love with the community. He currently resides there with his wife, Payton, 4 children, and can be found running with his dog, cooking, or working on home projects in his spare time.
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