What do you enjoy most about wealth management?
Building wealth for clients and making their financial lives easier.
What’s the biggest challenge?
Conveying the importance of a long-term investment strategy in a volatile, short-term-result-driven industry.
What do you love most about being part of Aspiriant?
Our commitment to permanent independence.
What professional accomplishments are you most proud of?
My CPA designation. It helps me in all aspects of wealth planning.
What qualities of yours make you best suited to what you do?
I enjoy building relationships and making clients happy. My background as a CPA has taught me attention to detail.
How should people think about their wealth?
As something they have control over. With adequate planning, most reasonable goals can be accomplished.
What do you love to do outside of work?
Watching and coaching my children’s extracurricular activities. And running.
What would you be doing if you weren’t working at Aspiriant?
Managing money for an institution or company.
- Working for two of the largest accounting and consulting firms in the world
- My CPA designation
- Promotion to director at Aspiriant
- Being a principal in Aspiriant
What personal accomplishments are you most proud of?
Being a husband and father.
Education and accreditations
- B.S. in Accounting and Finance, University of Wisconsin-Madison
Brad has been providing investment and wealth advisory services to high net worth individuals and their families since 1998. He joined Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors. Brad is the team leader of the Minneapolis office and a principal in the firm. In addition, he serves on the Aspiriant Business Development Committee.
As an investment advisor, Brad has successfully implemented a process and systems-oriented investment plan and structure for individuals, families, and family offices. He works closely with clients to deliver wealth management services focused on the implementation of an investment process and program that includes asset allocation, cash management, assistance in the selection of managers, and the monitoring of portfolio performance.
Prior to Aspiriant, Brad worked at Deloitte Investment Advisors and was Practice Leader for the Minneapolis office since 2005. His career began in 1997 at the accounting firm Arthur Andersen LLP.
Brad graduated from the University of Wisconsin in 1996 with a Bachelor of Business Administration in Accounting and Finance. Brad is a Certified Public Accountant (CPA) and has obtained his Series 63 and Series 65 certifications. He is a member of the AICPA and MNCPA. Brad also actively volunteers as a member of Westwood Lutheran Church.
Brad and his wife, Becky, live in Plymouth with their daughter Grace and son William. Brad enjoys spending time with his friends and family, outdoor activities, and running.