At SYM
Brad leads the Wealth Management arm of the business. His strengths at SYM include complex retirement planning with a particular focus on corporate benefits. He says, “I enjoy seeing clients achieve their goals. It’s amazing to see the relief clients have when you tell them they are ‘ok’ or that their plan has allowed them to retire early or maybe attain a better retirement lifestyle than they expected to have. I also enjoy leveraging clients’ charitable pursuits and extending the relationship to working with the entire family.”
Credentials
Bachelor of Science in Business Administration – Central Michigan University, Mt. Pleasant, MI
CERTIFIED FINANCIAL PLANNER™
Community
Member, board of directors, United Way of Midland County
Member, Northeastern Michigan Estate Planning Council
Member, Midland Noon Rotary
Volunteer, Blessed Sacrament Church and School
Personal Pursuits
Family is my priority. Our four children keep us moving and I enjoy the busy schedule and days spent with them. We enjoy traveling and day trips around Michigan, but our favorite vacation is a stay-cation.
