Since 1995, Brad has helped a number of families manage their financial affairs. His office is located in Lemont, but he serves clients across the country. Brad was invited to become a limited partner with Edward Jones in 2000.
He takse pleasure in getting to know my clients on a personal level and serves a number of families across generations. Developing relationships with his clients helps Brad find solutions in sync with what is most important in their lives.
When working with clients, Brad uses an established process that helps clients identify their goals and then develops unique strategies to help them achieve these goals. In addition to helping create appropriate strategies, Brad works with hisclients to implement them. He then proactively review the progress of the strategies and make adjustments as needed.
Brad grew up in Homer Glen, IL, and graduated from Lockport High School in 1988, where he played varsity golf and baseball. He then attended the University of Illinois Business School, where he graduated with highest honors in 1992 with a finance degree. While at the University of Illinois, he was invited to join the Beta Gamma Sigma Honor Society through the Collegiate School of Business. He earned the CFP® professional designation in 2002
Brad met his wife, Allycn, in high school, and they continue to live in Homer Glen, where they raise their triplets: Aaron, Madison and Payton. He has been very active in coaching all three in basketball, baseball, and softball. When not coaching, he enjoys golf, exercise and travel.
He is also very involved in the community, feeling an obligation to give back. Brad have served on the following boards:
• Lemont Chamber of Commerce, President
• Lemont Lions Club, President
• Lemont High School Educational Foundation, President
• Lutheran Child and Family Services Foundation
• Christ Lutheran Church Council, Vice President
• Hope and Friendship Foundation, President