Current Role
Brad focuses on holistic financial planning and strategy, in addition to overseeing the firm’s Qualified Plan Division which provides services to defined contribution and defined benefit retirement plans. Prior to co-founding Ennea Wealth Solutions, Brad spent 11 years as Regional Vice President at Deutsche Asset Management, developing a particular expertise in pension plan design and retirement cost analysis. Brad holds a BS from Western Illinois University, as well as the Certified Plan Fiduciary Advisor designation.
Certifications
- CPFA