Brad describes his “superpower” as distilling complex issues and products into understandable concepts, making it easy for clients to make informed decisions. For more than 20 years, Brad has worked alongside attorneys, family offices, investment advisors and financial planners of some of the wealthiest families in the country, advising them on insurance and wealth transfer issues. In addition, he has advised countless business owners and professionals planning for their retirement or leaving a legacy for their families and communities.
In addition to an extended network of financial experts, Brad brings over two decades of high level planning and insurance experience at firms such as Wipfli, CliftonLarsonAllen, Clifton Gunderson, Minnesota Life and Prudential. He has been a main platform speaker at numerous financial and accounting industry conference, continuing education events, and various business and consumer events.
Brad stays actively involved in his industry and community as a member of the Association of Advanced Life Underwriters (AALU), the Madison Estate Planning Council, the Financial Planning Association, and the Concordia College Alumni Association (where he was also a formerly a Board of Director).
Outside of the office, Brad enjoys playing golf, fishing and hunting with his family and friends. He and his wife, Stephanie, have three children and one spoiled English Setter.
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