Location: Minneapolis, MN office
As a fiduciary, independent advisor and CERTIFIED FINANCIAL PLANNER™ with nearly 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. Additionally, Brady holds his series 7 and 66 registrations along with insurance licenses in numerous states.
Outside of the office, Brady and his partner Mark enjoy their time in Golden Valley by grabbing dinner with friends, taking in a play or attending a local sporting event. Want to spark a conversation? Tell Brady about your most recent travels, last 18 holes of golf, fantasy sports teams, or how badly your March Madness bracket was busted this year.