Business Succession Planning
Comprehensive Financial Planning
About the Financial Professional
Brad listens and seeks to understand each person’s unique situation, then designs a financial plan to help fit the investor’s needs and wishes.
He focuses on serving families, individuals, and small businesses in Minnetonka, MN.
Brad serves clients by helping them choose the right plan to meet their needs.
Brad loves the outdoors and spends his spare time fishing, hunting, and other seasonal activities including snowmobiling in the winter and boating on Lake Minnetonka in the summer. Him and his wife enjoy spending time with their four children and seven grandchildren.