I seem to find my life being run by women… both at work and at home. This includes my awesome teammates (Jenny, Krista and Wendy), my beautiful wife Sharisa, my three sweet daughters, and even our two family dogs! So it should come as no surprise that if you mention ‘bourbon,’ you will have my attention! When I’m not hanging out with my kids or golfing with friends, you’ll find me woodworking in my shop.

Since 1987, Bradley has been in training to join his father’s financial practice. After college Bradley detoured to Chicago to work for Wells Fargo Financial as a Credit Manager. It didn’t take long to tire of being surrounded by Bears fans before he returned to the Frozen Tundra in Green Bay, and joined his father in helping people achieve the financial goals that are meaningful to them. And the rest, as they say, is history.

As a financial planner/adviser, Bradley looks to solve his client’s deepest financial goals and, together, fulfill their ‘Life Plan.’ He is passionate about getting to know his clients through meaningful conversation to gain absolute clarity of their whole financial picture. “That’s what makes the relationships we have so much fun,” says Bradley.

Whether he’s helping individuals or business owners, he strives to simplify his clients’ lives by bringing them the resources, information and solutions they need to make informed and confident decisions. Doing so often involves collaboration with attorneys, CPAs and other trusted professionals. By engaging all parties, he’s able to provide informed guidance with the goal of shaping a client’s ideal future.

Bradley has been a New York Life agent since 2010, and a Financial Adviser through Eagle Strategies LLC since 2011. In 2014, Bradley earned the right to be called a Certified Financial Planner (CFP®), which at the time placed him within 3% of the CFP® registrants under the age of thirty (there are >80,000 CFP^® registrants.)

• DREAM VACATION - Over-the-water Bungalow in Bora Bora

• FIRST JOB - Residential construction

• ALL-TIME FAVE FOOD - If I had to eat the same thing every day, it would be sushi. I’d be broke, but blissfully broke.

• BIGGEST PET PEEVE - The sound of someone chewing

• LOVE PEOPLE WHO - Are perpetually excited and optimistic

• LIFE GOAL (NOT WORK-RELATED) - To always seek knowledge through books and people in an effort to enrich the lives of those I spend time with

• FAVE HISCHOOL CLASS - Show Choir

• 7 IS THE NUMBER OF TIMES I HAVE - Eaten an entire Schwarz’s Supper Club Prime Rib for 2 (52 oz. of meat... sweet joy!)

• FUN FACT - 2005 State Wrestling Champ at 189lb

• FUN FACT - As a kid, I read encyclopedias for fun

• FUN FACT - Favorite Adult Beverage: 100+ Proof Bourbon Neat