EDUCATION

University of Wisconsin – La Crosse, Bachelor of Science in Finance and Economics

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PROFESSIONAL

After completing his academic pursuits, Brad launched his professional career at a highly regarded family-owned bank located in La Crosse, WI, where he successfully managed a financial advisory practice. Brad relocated to St. Louis in 2020 to join the Gatewood Wealth Solutions team.

 

In his role as Wealth Planner, Brad creates and maintains personalized financial plans that align with clients’ goals and aspirations. Brad goes beyond simply providing day-to-day client service.  He is committed to delivering top-tier service and expert advice by collaborating closely with his colleagues to ensure clients receive the highest standard of financial guidance.

 

Brad achieved his Certified Financial Planner (CFP®) designation, demonstrating his commitment to professional development and personal excellence. Brad maintains his Series 65 & 7 securities registrations with LPL Financial and Life and Health licenses, showcasing his broad scope of financial experience.

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PERSONAL

Born and raised in a small town in southeastern Wisconsin, Brad hails from a family of successful entrepreneurs who own and manage two multi-generational businesses. True to its Wisconsin roots, one of these ventures is a thriving cheese production and distribution enterprise. A gifted athlete, Brad competed on his University’s swim team. His passion led him to coach high school swimming in La Crosse, all while completing his university studies and other professional obligations.

 

Brad is an avid outdoorsman and spends his personal time fly fishing and snow skiing. He seizes every chance to lace up his running shoes and explore the great outdoors, whether it be on trails or open roads. Always ready to push his physical boundaries, Brad also frequently runs marathons throughout the country.