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. 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.
In 2002, he made the vocational transition from spiritual advisor to Financial Advisor at Piper Jaffray. Brad has been with Lake Superior Financial Services, Inc. since its inception (2009). He has found his skill-set developed as a spiritual advisor---that of establishing trusted relationships---is the core of the services he provides to clients as a CERTIFIED FINANCIAL PLANNER™ professional.
Brad has been a strong believer in the importance of professional education which he has consistently pursued in financial services. Among his achievements are completing his certificate in financial planning through
Florida State University and achieving the prestigious CERTIFIED FINANCIAL PLANNERTM certification. Brad has also received extensive training in “Values Based Financial Planning” through Bachrach & Associates, Inc. (San Diego, CA).
Brad’s professional memberships include the Financial Planning Association, the Investment Management Consultants Association, the Duluth Harbortown Rotary Club and the Kitchi Gammi Club.
In his free time, Brad enjoys travelling and is an avid reader of both Roman and American history. He is the coordinator of The American Heritage Book Group of the Kitchi Gammi Club and is a co-author of The Essential Bible and Luther and Bach on the Magnificat: For Advent and Christmas. His wife, Dr. Jill Jenson, is the Director of the Academic Writing and Learning Center at the University of Minnesota-Duluth.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.