Individual Financial Planning (Brady)

Money is personal, and advice you receive about it should be unique to what you value. I’ve seen how money can become a pain point in lives. As a married father of three, I see family members and friends struggle with making wise financial decisions. Decisions about money affect every area of our lives.

So, whatever stage of life you’re in, I look forward to hearing your story and seeing how we can accomplish your goals while taking the confusion and stress out of your money. Let’s connect and get started!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2017
• Education: B.S. in Integrated Ministry Studies, Moody Bible Institute

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan. I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1998
• Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
• Navy Veteran

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2006
• Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

In school they don’t teach us how to buy a house or calculate our taxes. Instead, we learn how to find the circumference of a circle and identify prime numbers. The finance skills we need for life decisions come from a difference source, and that’s what I’m here to provide. I sit on the same side of the table as you to help you figure out how to use your financial resources to achieve your life goals. I specialize in tax planning, but no financial topic is off the table.

Qualifications

• ERISA Fiduciary: At All Times
• Enrolled Agent (EA)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
• Industry Experience: Since 2016
• Education: B.A. Business Administration, Principia College

Hello, I’m a financial planner with a strong belief in keeping saving, spending, and investing simple. I have a knack for breaking down these concepts into digestible bites and organizing that into a plan that fits your situation. My goal is to help YOU make YOUR plan.

I have a diverse background working for the US Government and have lived in 4 countries and worked in 17 more. When I’m not working, I like to spend my time enjoying the outdoors with my family.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 66
• Industry Experience: Since 2017
• Education: BA in Business, Wayland Baptist University; Masters of Business Administration, Liberty University
• Retired Air Force

Hello! I’m a money coach with a passion for helping people make sense of their money. As one of our founders, I’ve seen many left confused, and even worse – frozen – by this intimidating issue. Money doesn’t have to be that way. I’ll help you feel empowered with your finances and achieve your goals.

I’m a master juggler and know the struggles of managing a career, kids, and a household. My happy place is on top of a mountain with boards on my feet (plus, Disney World, of course!). Together, we’ve got this!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1987
• Education: B.A. in Marketing, Michigan State University; Masters of Adult Education, Carroll University