Brad graduated from Grand Valley State University where he earned his Bachelor of Business Degree in 2014. Prior to entering the world of wealth management, Brad began his career with Meijer Inc’s corporate team in Grand Rapids, Michigan. During his time at Meijer, Brad held several roles, primarily within the product flow planning & merchandising organizations of the company. From there, Brad joined Morgan Stanley where he earned his Series 7 and Series 66 designations, as well as his life & health insurance licenses.
Prior to SkyOak, Brad served as a Financial Consultant at BKS Advisors, and served as their in-house financial planning expert. He is very passionate not only about helping clients create a vision for their financial future, but also ensuring they take the necessary steps to make that vision a reality.
Brad is currently working towards his CFP (Certified Financial Planner) designation, and loves snow skiing, sailing, reading, and spending time with his wife Erica and his dog, Torch.
Skiing, sailing, meditation, reading, and spending time with my wife, Erica, and my dog, Torch.
To establish a donor-advised fund to support mental health education for schools and businesses in the state of Michigan. To get a pilot’s license.
Meeting new people and traveling to new places to experience different cultures and ways of life.
Help clients understand exactly where they stand in relation to their personal & family wealth goals and help lay out the necessary steps to achieve them.
After experiencing first-hand the challenges that ensue when a family loses a breadwinner at a young age, Brad decided to dedicate his career to helping people with money.