Location: Minnetonka office
As a fiduciary, independent advisor and CERTIFIED FINANCIAL PLANNER™ with more than two decades of experience, Brady has poured his life into helping clients with their financial planning. He started in the industry straight from college and deeply enjoys building individual financial plans, getting to know each client beyond their balance sheet and developing multi-generational family relationships.
Brady is a self-proclaimed analytical spreadsheet geek and caring, financial psychologist. Brady discovered his enthusiasm for numbers at a young age, learning statistics from the backs of baseball cards and always keeping score for family card games. As the son of two educators, Brady values lifelong learning and empowering others with information. Brady attended the University of Wisconsin - La Crosse where he obtained his Bachelor of Science degree in Finance and a minor in Economics. Brady has served on the Board of Directors for AdvisorNet Financial and the Advisory Council for AdvisorNet Wealth Partners. Additionally, Brady holds his series 7 and 66 registrations along with insurance licenses in numerous states.
Outside of the office, you will likely find Brady on the golf course or pickleball court. You may also find him and his partner Mark enjoying dinner out with friends, taking in a play or attending a local sporting event.