Trustworthy and empathetic, Brad is dedicated to helping our clients use their wealth to confidently pursue and support their financial goals and the future they envision.
He applies his skills as a financial analyst to determine the impact that “what if” scenarios such as working part time, giving to charity, purchasing a vacation home, or completing a bucket list would have on a client’s financial situation.
Brad holds Series 7, 9, 10 and 63 securities licenses and life, health and variable annuities insurance licenses. He earned a bachelor’s degree in business administration and an MBA from the University of Minnesota.
Before joining Raymond James in 2011, Brad served as a financial advisor and branch manager at UBS. He also served as a financial advisor at Piper Jaffray and Smith Barney, and began his career in 1991 as a financial analyst at Maurices, Inc.
Active in the community, Brad was a member of Duluth Rotary Club 25, where he served as chair of the finance committee and youth services. He is also a past board member of First Witness Child Advocacy Center.
Brad is from Duluth, where he and his wife, Jean, live today. They have two children, Susan and Peter. In his free time, Brad enjoys hunting, fishing and woodworking.