Designations and Licenses

Bradley is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Analyst® designation.

Experience and Education

Bradley provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Bradley was a wealth advisor at First Business Bank. Before that, he was a financial advisor at Filbrandt Wealth Management.

Bradley holds a bachelor’s degree in economics with a minor in computer science from Lake Forest College.

Personal Interests

Away from the office, Bradley enjoys traveling with his wife, live music, golf, reading and live sporting events. He also volunteers with several non-profit organizations in Madison and is passionate about giving back to the community.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.