Born and raised in southeastern Wisconsin, Brad now calls Hubertus home, where he lives with his wife Amanda, their three sons, and their two energetic German Shorthaired Pointers, Steve & Kevin. As an experienced Investment Advisor Representative, Brad has helped clients across Wisconsin with a focus on asset preservation, retirement planning, and tax-efficient strategies.

Brad is passionate about guiding families through the retirement process, helping them understand the importance of a comprehensive financial plan. He regularly teaches retirement education classes, appears on local Milwaukee news outlets, and co-hosts the popular “Retirement Ready” radio show with Tony Drake.

Brad believes that retirement is much more than just managing a portfolio – it’s about embracing a new chapter of life with confidence. “Retirement can be a stressful transition, especially when you’ve been told your whole life not to touch your savings,” he says. “I’m here to help families feel comfortable and secure in their plans, so they can fully enjoy the fruits of their hard work over the years.”

Above all, Brad values the relationships he builds with his clients, offering not only expert financial guidance but also a personal touch to ensure every step of the retirement journey is a positive one.

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