Brad began his professional career as a spiritual advisor, serving as a parish pastor for nearly twenty years prior to making the transition to financial services in 2002 when he became a financial advisor. He found the skill set he developed as a spiritual advisor---establishing trusted relationships---is the core of the services he provides to clients as a Certified Financial Planner® professional. Brad has been with Lake Superior Financial Services, Inc. since its inception (2009).
He completed a B.A. at St. Olaf College in Northfield, MN, and a Master of Divinity Degree at Luther Seminary in St. Paul, MN. Beyond his academic education, Brad has been a strong believer in the importance of professional education, which he has consistently pursued in financial services. In addition to achieving the prestigious Certified Financial Planner® certification, Brad completed the Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations. Brad’s professional memberships include the Financial Planning Association, the Investment & Wealth Institute, the Modern Elder Academy, the Society of Certified Senior Advisors, the International Coaching Federation, the Duluth Harbortown Rotary Club, and the Kitchi Gammi Club.
Brad is also a member of the MIT AgeLab’s Preparing for Longevity Advisory Network. Dr. Joseph F. Coughlin, director of the MIT AgeLab, has written that “Modern Longevity Planning transcends mere money management. True ‘wealth’ management includes comprehensive, agenda-setting conversations about living well at every stage of life. It’s about helping clients navigate the complexities of extended lifespans. . . .” To prepare for this new challenge of Longevity Planning, Brad has completed a longevity program through the Spenser Institute, Beverly Hills, CA, as well as the Lifestyle and Wellness Coaching Program through the Harvard Medical School Extension Program. In addition, he completed the Navigating Transitions program through the Modern Elder Academy of Sante Fe, NM. Given his training and passionate interest in longevity, Brad looks forward to helping clients “navigate the complexities of extended lifespans” for many years to come.
In his free time, Brad enjoys travelling and is an avid reader of history, theology, and subjects related to human longevity. He is the lead author of Join the Longevity Revolution: A Guide for Financial Advisors and Their Clients (foreword by Dr. Joseph F. Coughlin, founder and director of the MIT AgeLab). Brad is also a guest columnist for Rethinking65.com and teaches a class titled “Get it Together: Organize Your Records So Your Family Won’t Have To” through the University for Seniors program offered through the University of Minnesota Duluth.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
