Overview
Brady is an Associate Wealth Advisor with CLA Wealth Advisors LLC and has been a part of the CLA family since 2023. As a member of the wealth advisory team, Brady seeks to know and help our clients by taking a wholistic approach to wealth management, planning and seamless delivery of our services. With a strong commitment to learning and a genuine interest in understanding each client’s goals and values, he contributes to a planning experience rooted in trust and care.
Education
Brady earned a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison with an emphasis in Financial Planning. He holds his FINRA Series 65 license.