Brady attended the University of Missouri where he earned his Bachelor of Science in Mathematics, with minors in Business, as well as Sales & Customer Development. His extensive education allows him to simplify the complexities of wealth management from a holistic approach.
Attention to detail, effective listening skills and consistent follow-up are characteristics Brady exemplifies when working with clients. He helps people of all backgrounds and specializes with doctors, dentists, and other medical professionals to help create tailored strategies that build financial confidence. In addition to being a Certified Financial Planner™ Professional, Brady also holds the Series 7 and 66 securities registrations along with the Life and Health Insurance licenses.
While outside of the office Brady enjoys golfing, working out, rooting for Philadelphia and Mizzou sports, and spending time with friends and family. He continues to stay actively involved with his Alma Mater by serving on the Omaha alumni board as a Director, and also mentors current Mizzou students by offering guidance to achieve their career objectives. In addition, he is a board member for MSforward, a gym with workout programs tailored for those with disabilities.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.