Brad graduated from Grand Valley State University where he earned his Bachelor of Business Degree in 2014. Prior to entering the world of wealth management, Brad began his career with Meijer Inc’s corporate team in Grand Rapids, Michigan. During his time at Meijer, Brad held several roles, primarily within the product flow planning & merchandising organizations of the company. From there, Brad joined Morgan Stanley where he earned his Series 7 and Series 66 designations, as well as his life & health insurance licenses. Brad recently joined BKS as a Financial Consultant, and is our in-house financial planning expert. He is very passionate not only about helping clients create a vision for their financial future, but also ensuring they take the necessary steps to make that vision a reality.
Brad is currently working towards his CFP (Certified Financial Planner) designation, and loves snow skiing, sailing, reading, and spending time with his Fiancé Erica and his dog, Torch.