Since 1995, Brad has helped a select number of families manage their financial affairs. While based in Lemont, IL, he serves clients across the country. Brad was invited to be a limited partner with Edward Jones in 2000. In 2002 he obtained the CFP® designation. Brad takes pleasure in getting to know his clients on a personal level, and serves a number of families across generations. Developing relationships with his clients helps him find solutions in sync with what is most important in their lives. When working with clients, Brad has a process that helps clients identify their goals, then develops unique strategies to help them achieve these goals. In addition to helping create appropriate strategies, he works with his clients to implement them. He then proactively reviews the progress of the strategies, and makes adjustments as needs change.
