At Lumin, we take pride in our strong team-oriented culture. Although each team member brings something unique to the table, we share these core values:
- Passion to Deeply Understand and Serve
- Embrace Ongoing Desire to Improve
- Promote Teamwork and Inspires Winning Attitude
- Support Family and Personal Time
Find out more about our team by reading our bios below!
Wealth Planning Associate
As a Wealth Planning Associate at Lumin Financial, Brad works closely with our advisors to serve both our Wealth Planning and Corporate Retirement Plan clients. Brad serves as key point of contact for many employers and participants of corporate retirement plans, helping deliver a 'best in class' approach to the client experience. Additionally, he assists in creating financial plans to help clients meet their various wealth management goals.
Brad attended Central Michigan University, where he earned a Bachelor of Business Administration in Personal Financial Planning. He was a member of Greek life where he held numerous leadership roles including Vice President of his Fraternity.
What experience’s prepared Brad for his role at Lumin?
Throughout his time in high school, Brad was on numerous sports teams that taught him the importance of teamwork. During his time at CMU, he took many classes that helped strengthen his knowledge around Financial Planning. He also has some industry experience while working as a Financial Representative. Brad is currently pursuing his Certified Financial Planning Designation (CFP®).
What does Brad like to do for fun?
Brad enjoys spending time with his family and friends on the weekends. He is an avid fan of the Detroit sports teams, but roots against the Lions when they’re playing the Green Bay Packers. During the summer, he enjoys hanging out of the boat with his friends.