Customized strategies are a trademark of Brad’s work. In today’s challenging environment, his leadership is valued more than ever. As co-founder of the wealth management firm, Millennium Financial Group, Brad focuses on innovative solutions that create consistency and confidence in a complex environment.
In addition to the full complement of insurance licenses, Brad holds the Series 6, 63, 7, 65, and 24 securities registrations. As a CFP® certificate, he also holds designations which include the Chartered Financial Consultant® (ChFC®) for advanced financial planning and the Certified Fund Specialist® (CFS®) for portfolio construction.
Brad began his career in the financial services industry in 1991, and he was recruited by New England Financial (NEF) in 2000. For over 12 years, Brad served in numerous at NEF. From Advisor to Senior Managing Associate to leading the Pension Strategies Team for the state of Colorado, he helped grow the Agency to over 90 Agents. Brad and his team earned a state-wide reputation for developing sophisticated investment and retirement strategies, particularly in the public pension markets (PERA, FPPA, etc.).
Brad has been married to his wife, Pam, for over 30 years and they have two children. In his free time, Brad continues to coach Running Backs for the Colorado Springs Flames – a nationally ranked semi-pro football team. He even finds time to ride motorcycles with his wife.