University of Wisconsin – La Crosse, Bachelor of Science in Finance and Economics
After graduating, Brad began working with a family-owned bank in La Crosse, WI, where he ran a financial advisory practice. He joined the Gatewood Wealth Solutions team in 2020 as a Service Advisor. At GWS, he assists clients in building and maintaining their financial plans and works closely with each team member to ensure the best service possible.
Brad holds his Series 7 and Series 66 registrations with LPL Financial and his Life and Health insurance licenses.
Brad grew up in a small town in southeastern Wisconsin. His family owned two successful multi-generational businesses, including, unsurprisingly, a cheese store. Brad enjoyed being active and was a swimmer in college and spent several years in college and while working, coaching swimming in La Crosse. He enjoys spending time outside and is an avid fly fisherman, skier and never passes up a chance to get out to the trails for a run.