Brad has been in the financial services industry for six years and has served the members of United Federal Credit Union as a member of United Investment Planning since 2008. He currently holds the Chartered Retirement Planning Counselor (CRPC) designation and is a registered investment advisor representative. Prior to joining United Federal Credit Union, Brad was a registered representative with A.G. Edwards and Sons, Inc. Brad also worked at Robert Bosch Corporation for many years in the finance and accounting departments. He is licensed to provide insurance and investment advice to residents of Michigan, Indiana and several other states. He is registered as a General Securities Representative and Registered Investment Advisor Representative through CUSO Financial Services, LP*.
Brad focuses on working with members to identify their goals and objectives, propensity for risk, investment philosophy and time horizons. He teaches and educates members in the areas of retirement planning, 401k rollovers, college funding, estate planning, insurance protection and portfolio analysis.
Brad lives with his wife Melanie in Niles, Michigan. They have four daughters, Victoria, Allison, Hannah and Holly. His hobbies are hunting, fishing and travel.