With a notable career in the retirement plan industry, Brad currently is responsible for TRA sales and marketing distributed through financial advisors and product wholesalers in Illinois and Southern Wisconsin. He is passionate about simplifying the complexities and technical aspects of 401(k) and defined benefit plans to help advisors and plan sponsors build, manage and evaluate successful solutions that meet their well-defined retirement goals.
Brad has spent the past 11+ years in plan administration, consulting and retirement plan trust accounting. Before he joined TRA, Brad built his retirement plan background working in plan administration with:
Brad earned his Bachelor of Science Degree in Economics from University of Wisconsin-Milwaukee. Brad has his Series 7, 63 and 66 Securities Licenses as well as Wisconsin Life, Health and Accident Insurance Licenses. He also has his Chartered Retirement Plans Specialist® (CRPS®).