Brad assists clients and their families in identifying and prioritizing their goals in an organized framework. Brad is able to introduce clients to the Wahl, Dieckhaus & Associates service model to deepen their wealth management process and financial strategies. Brad is CERTIFIED FINANCIAL PLANNER professional. Additionally, he holds the Chartered Retirement Planning Counselor professional designation. Brad has been working in the financial services industry since graduating with a master's degree from Northern Illinois University in 2013. While interning with Merrill in 2012, Brad was drawn to making a positive difference in the lives of successful families. Brad wrestled for NIU and enjoys working out and spending time with his wife Danyelle, son Bennett and their daughter Haisley.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.