As an Advice Strategist at NorthRock, Brad supports clients by transforming complex financial data into clear, actionable insights. With a keen eye for detail and a passion for planning, he partners closely with advisors to create customized strategies that align with each client’s goals and priorities.
Brad joined Parkside Advisors as an associate, where he focused on the financial planning, tax planning and portfolio management needs of clients, prior to its acquisition by NorthRock.
Professional Designations & Associations
