Brad is a financial adviser with Horizon Advisers. He attended Michigan State University where he graduated with honors from MSU’s Eli Broad College of Business with a bachelor’s degree in finance. While at Michigan State, Brad also received a minor in financial planning and wealth management.
Brad is a firm believer that everyone can benefit from a financial plan, no matter their current financial position. It is his mission to help his clients plan and prepare for their retirement so they can have the resources they need later in life. He focuses on providing personal advice to individual clients in the areas of asset management, retirement planning, tax planning, and risk management.
My process starts by listening to you. Then I will go to work. With the information you’ve shared with me, I’ll study and analyze it. I’ll then develop, model, and test various ways to meet your objectives, always seeking solutions customized to your needs. I will then explain my findings and present recommendations in plain English, and when we reach an agreement and put our recommendations into effect, we will do so in an independent and objective manner, always mindful of controlling costs and expenses. We’ll monitor and evaluate the plans that have been put into place to make sure they’re meeting expectations, and, if they’re not, we’ll take appropriate action. We’ll also make adjustments to your plan as material changes in the markets warrant, as changes occur in tax laws and regulations, and as changes inevitably occur in your life and the lives of your family.
Brad holds the series 7 and series 66 registrations, which makes him an Investment Adviser Representative with Cetera Advisor Networks. He also holds Michigan Life and Health insurance licenses. Brad is currently pursuing the certified financial planner designation.
Personal Life
Brad currently resides in Troy, Michigan. He is a sports enthusiast, with his favorite sports being basketball and golf. In his free time, he enjoys spending time on the golf course, traveling, and spending quality time with his family and friends. Brad also enjoys spending time outside of work studying and learning about the capital markets.