Brad was drawn to Retire SMART once he learned how unique and different the firm was in their approach at looking through the tax lens first to dramatically impact someone’s retirement. He comes from a family of accountants, though he wanted to direct his love of numbers and analytical mind to financial planning. Brad shared, “I get tremendous satisfaction seeing the impact of the work we do for our clients. It excites me and gives a sense of purpose to attack each day and know I’m truly making a difference. Retirees need the most help with all the knowns & unknowns in navigating retirement, and I want to be the one to help them.”
Brad has more than a decade of financial planning experience and has earned his CRPC® (Chartered Retirement Planning CounselorSM) designation. He grew up in Wisconsin, came to Nebraska to play basketball at Wayne State College, was named a team captain and had the 7th best 3-point shooting percentage in the nation his senior year! Being a Wisconsin Badger fan, thankfully he met his Husker-loving wife Shelby in college, and they have two beautiful daughters that Shelby is grooming into little lady-Huskers. Brad stays active playing golf, racquetball and competing in just about everything.
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