Position:
Partner at Focal Point Financial Services / SagePoint Financial, Inc.
Location:
Greater Minneapolis-St. Paul Area
Work:
Focal Point Financial Services / SagePoint Financial, Inc.
since Apr 2007
Partner
Smith Barney - Citigroup
2003 - 2007
Financial Advisor
3M Company
1975 - 2002
Management
Education:
Cardinal Stritch University 1999 - 2000
BS, Business Management
Skills:
RIS - Retirement Income Specialist, Group Employee Benefits, Estate Planning, Investment Planning, Tax-Efficient Investments
Interests:
retirement plans, retirement income planning, estate planning, wealth management, financial planning, organizational development, strategic planning, professional networking, travel, skiing, sailing, camping
Honor & Awards:
The US Treasury Department selected Brad to represent Minnesota on the nationwide Taxpayer Advocacy Panel (TAP). Members listen to taxpayers, identify issues and make suggestions for improving IRS service and customer satisfaction. As one of 101 volunteers serving on the panel, he works with IRS executives on priority topics, national issues and serves as a conduit for grassroots issues between the public and IRS.
