Brad is one of our most experienced advisors, and is dedicated to serving clients with integrity and unbiased advice. He works closely with clients to uncover their specific needs and objectives, then develops and implements a customized plan. As a Portfolio Manger, he is part of Visionary’s innovative Think Tank where he develops model portfolios and researches new ideas. He also mentors our younger advisors to help them develop their financial planning skills.
Brad became fascinated with the stock market as a high school senior and knew he wanted to work in the financial services industry. In his 18 years as an advisor, he has helped hundreds of people develop, implement and monitor their retirement plans. He uses eMoney software to quickly illustrate cash flow projections for his clients, which helps them gain a real understanding of their financial picture. He enjoys the look on a client’s face when their dream for retirement becomes a reality.
Brad was a Partner and Vice President at Meridian Financial Group for 12 years before the firm merged with Visionary in August 2014. Prior to Meridian, Brad was Vice President and Portfolio Manager at Zemenick & Walker in Clayton, Missouri from 1996-2002. While at Zemenick & Walker, an independent RIA firm with $1.3 billion in assets under management, Brad developed his investment and financial planning skills while working with high net worth families and professional athletes. Brad also worked in trust tax planning at Boatmen’s Trust Company in St. Louis.
Brad has a BS in Finance from Eastern Illinois University, an MBA from Saint Louis University, and is a CERTIFIED FINANCIAL PLANNER™.
Brad and his wife, Jennifer, reside in Collinsville with their three children, Olivia, Tyson and Macey. In his spare time, Brad enjoys golf, fishing, sports, and is an avid supporter of Illini basketball and football. He serves on the Collinsville Education Scholarship Foundation, which awards college scholarships to students in the Collinsville School District.