Financial planning analyst
Brady is a proud Badger and loved his time in Madison. He is an avid sports fan who enjoys supporting Wisconsin professional and collegiate teams. In his free time, he enjoys golfing, being outside, going to the gym, and spending time with his family.
Brady is one of PrairieView’s Financial Planning Analysts. He dives deep into each client’s financial position to help our Wealth Managers guide clients toward making the right financial decisions. Brady’s education and experience in the financial planning industry highlighted his desire to help others fulfill their life aspirations and solidified his interest in pursuing a career in the industry.
Brady grew up in Cobb, WI. A small town located in the Southwest corner of Wisconsin. He earned his Undergraduate degree from The University of Wisconsin – Madison in Financial Planning in 2022. Brady gained experience interning at a wealth management firm in Madison for over two years. He completed his coursework for the CFP® designation and is working towards completing the exam and experience requirement to use the credentials.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
In my last post, I included Warren Buffet’s quote that investing should be simple but it’s not always easy. Diversifying investments among several different categories of stocks with different...
It has been about fifteen months since stock prices last peaked and nearly a year since entering Bear Market territory. After reaching a low in October, down 25%, the S&P 500 has recovered about half...
You may have heard about the failure of Silicon Valley Bank (SVB) and have some questions about it. I’ll share the short story on the bank without getting too far into the nuances of bank regulation...