Brad, a Grand Valley State University graduate with a Bachelor of Business Degree earned in 2014, brings a wealth of expertise to the financial realm. Before delving into wealth management, Brad navigated the corporate landscape at Meijer Inc. in Grand Rapids, Michigan, honing his skills in product flow planning and merchandising.
His journey continued at Morgan Stanley, where he obtained Series 7 and Series 66 designations, along with life and health insurance licenses. Brad, now a Partner at SkyOak Wealth, proudly serves as the firm's in-house financial and retirement planning expert, steering clients toward their financial aspirations.
Passionate about crafting financial visions and turning them into reality, Brad earned his CFP® (CERTIFIED FINANCIAL PLANNERTM) designation. His dedication extends beyond the financial world into the personal, where he cherishes moments with his two boys, enjoys snow skiing in winter, embarks on boating adventures in the summer, and finds joy in the pursuit of knowledge. Brad is often engrossed in reading, always seeking to learn new things. He shares these interests during precious moments with his wife Erica and their loyal companion, 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.