Experienced wealth management professional committed to guiding clients towards their financial goals through comprehensive strategies.
As Senior Vice President – Wealth Advisor, Brad is responsible for creating, implementing and overseeing effective wealth management strategies. He provides valuable assistance to clients in areas such as investment management, retirement planning, estate and trust planning, business succession and charitable giving strategies. Brad takes a holistic approach by collaborating with clients to establish a well-defined roadmap towards accomplishing their personal and financial goals. His sincere dedication to helping individuals thrive financially is evident in his work.
Experience
- Started working in the financial services industry in 1997
- Joined Johnson Financial Group in 2024
- Graduated from University of Wisconsin – Milwaukee
- Member of Herbert J. Mueller Society and holds a National Association of Securities Dealers (NASD) Series 7, Financial Industry Regulatory Authority (FINRA) Series 65 and Wisconsin Life and Health Insurance licensures
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Longtime resident of Muskego
- Participated in various mentorship programs and Employee Business Resource Groups throughout his career
- Volunteer for local Muskego organizations