Senior Financial Planning Analyst
Certified Financial Planner®
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 Senior 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 earned his CFP® designation in 2024.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
For decades, 401(k) plans and other defined contribution workplace plans have served as primary channels for long-term investing. Many of you currently contribute, or have contributed to these plans...
I mean it. You’ve done well in a challenging time for investors. Occasionally it's helpful to take a minute to acknowledge success and what led to it before getting back to work. And I think now is...
Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
You should have a trusted partner who can help you take advantage of these opportunities.
