About Brady
I am a Wealth Management Advisor at TIAA with more than 25 years of financial services industry experience. I earned my Bachelor of Science degree in Business Administration with a focus of Finance from Auburn University. I also hold the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations.
When I was a kid, my grandfather taught me about the ticker symbols found behind the comics in the newspaper. He was very active in his own financial planning and worked closely with a financial advisor. My grandparents had a plan in place to help them through all their biggest challenges and were able to retire comfortably. Their preparedness inspired me to use my skills and education to help my clients prepare for their life journey. I am passionate about building strong relationships with my clients and helping them achieve their financial goals. I love being an advocate and “financial educator” for my clients as I help them navigate life’s milestones, including retirement, birth of a grandchild, marriage, divorce, and legacy planning.
I live in Roswell, GA with my daughter and my shelter-adopted shepherd mix. In my free time, I enjoy playing golf, hiking with my family in the north GA mountains, and travelling to exciting places.
When I was a kid, my grandfather taught me about the ticker symbols found behind the comics in the newspaper. He was very active in his own financial planning and worked closely with a financial advisor. My grandparents had a plan in place to help them through all their biggest challenges and were able to retire comfortably. Their preparedness inspired me to use my skills and education to help my clients prepare for their life journey. I am passionate about building strong relationships with my clients and helping them achieve their financial goals. I love being an advocate and “financial educator” for my clients as I help them navigate life’s milestones, including retirement, birth of a grandchild, marriage, divorce, and legacy planning.
I live in Roswell, GA with my daughter and my shelter-adopted shepherd mix. In my free time, I enjoy playing golf, hiking with my family in the north GA mountains, and travelling to exciting places.