Brad joined Lake Financial Group in the fall of 2017 as a financial advisor, where he specializes in crafting tailored financial strategies for business owners and educators. Brad is a Certified Plan Fiduciary Advisor (CPFA) and holds both his Wisconsin Life and Health Insurance licenses as well as his Series 7 and 66 registrations. He received his bachelor's degree in finance from the University of Wisconsin-Milwaukee.
Brad's work with business owners focuses on optimizing retirement plans, employee benefits, investment strategies, and helping to maximize the business's financial potential. He takes a proactive approach, analyzing each business's unique needs and challenges to provide customized solutions that drive growth and sustainability. Brad's expertise in this area is not only about enhancing financial outcomes but also about fostering a sense of security and satisfaction among employees. By implementing robust retirement plans and competitive benefits packages, he helps businesses attract and retain top talent, ensuring long-term success.
Brad also works extensively with educators and local school districts to maximize their retirement benefits. By collaborating closely with teachers and administrators, he ensures that they have access to the best options available, tailored to their specific career paths and financial goals. His dedication to the education sector is rooted in a deep respect for the invaluable contributions educators make to society. Brad often hosts workshops and seminars, offering insights into effective financial planning and providing guidance on pension plans and investment opportunities. Through these efforts, he aims to create a supportive environment where educators can confidently plan for a secure and fulfilling retirement.
He believes in empowering individuals with the knowledge and tools they need to secure their financial futures. His unique approach involves a comprehensive understanding of each client's specific needs, which allows him to develop personalized, goal-oriented plans.
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, enjoying life most when he is spending time with his wife, Payton, and their 4 children. He can be found playing volleyball, cooking, traveling to games and tournaments for the kids, or working on home projects in his spare time.