As an Investment Executive for MGO, Brad works with business owners and executives to make sure their retirement plans accomplish the critical goals of the business, while making the operation of the plan as simple as possible for the staff of the organization. He also helps to maximize the fiduciary protection for the key decision makers. Additionally, Brad works with plan participants to make sure their retirement planning is on track to help them retirement with dignity.
Brad has over 30 years of industry experience. Most recently he served as Regional Vice President for Nationwide Retirement Services for 17 years. Brad is the proud father for four children – Brooke, Lauren, Mitchell & Morgan.