Brad joined what is now the Financial Design Group in 1989. He also began his company, Center Street Partners at the end of 2011.
He values the relationship with the Financial Design Group. Our financial advisors have chosen to work with us. All are independent business people who choose to work together because it creates synergy not only for the business owner but also for their clients.
Brad has no plans to retire. He likes what he does. With today’s technology, Brad’s clients may not know whether he is working in Indiana, California, Florida, or Michigan. He likes working from enjoyable locations. Financial Design Group enables Brad to not only have a succession plan that cares for his clients but also service clients through our administrative staff in Toledo and Phoenix.
Preserving the purchasing power of wealth is one of Brad’s most important objectives. He has been influenced by Austrian Economics, a study of monetary history, and economic cycles. Brad thinks a debt cycle has created important considerations. He believes our country will soon revert to the use of traditional economic laws. He also had eight years of Indiana state political activism and leadership and that has given him a desire to preserve wealth from the government. Brad likes to discuss generational wealth and the appropriate ways to preserve that and pass it along.
He enjoys working with clients who desire to maximize their legacy and expand Christ’s kingdom. Brad also likes working with business owners and young executives and couples.
The bottom line is that Brad helps people make smart decisions about their money. He does this by discovering what is most important to them—the foundational values by which they live. Then he works together with them to align their financial goals and strategies with their values. That harmony can create financial confidence.
Brad’s business life is blended with his faith and serving others. He has a weekly mentoring role with young ministry leaders. Some of these are overseas ministries and they are dreaming and working to change cultures. If you want to take a deep dive into Brad’s life, you can read his personal story by clicking here.
Thank you for your interest in Brad’s business. His first meeting is often used just to get acquainted and see how he may be of help. He likes meeting new people and hearing their stories. Even more than that, he likes helping people succeed. You can schedule a meeting with him by clicking here.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC