CFP®
Financial Advisor / Member Owner
I enjoy and value the relationships we have built with our clients. It is a privilege to be their trusted advisor and help them pursue their goals.
Brad has been involved in the financial services industry since 2010. He worked for World Trend Financial from 2011 serving as vice president and partner until it joined with Savant in 2022.
Brad earned a bachelor’s degree in business administration from Augustana College in Rock Island, IL, graduating with cum laude honors. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Brad is actively involved in coaching youth and high school sports, works with area schools teaching financial literacy, and volunteers for Junior Achievement of Eastern Iowa and 100+ Who Care – Cedar Rapids Metro. He was recognized by the Corridor Business Journal in 2014 as a 40 Under 40 leader in the Cedar Rapids and Iowa City corridor and was a member of the Cedar Rapids Metro Economic Alliance Leadership for Five Season Class.
Brad and his wife Kindel have four children, Olivia, Kellen, Grant, and Quinn. He enjoys spending time with family and friends, traveling, playing basketball and golf, and watching sports at all levels.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2014 40 Under 40 Cedar Rapids & Iowa City: This ranking published in November of 2014 by the Corridor Business Journal recognizes members of the Corridor community under the age of 40. Savant did not pay a fee to be considered for this recognition.
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