Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range.
You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust.
Investment Management Services
We use your Risk Number® to help you invest according to your own risk tolerance level.
As VP, Senior Investment Officer, Brad carries out our investment philosophy through day to day portfolio management. Brad is integral in adopting new technology to provide enhanced investment management to both direct and outsource clients.
EXPERIENCE & EDUCATION • Brad has been with First Citizens since 2013 • B.B.A. Finance, University of Northern Iowa • Chartered Financial Analyst COMMUNITY & PROFESSIONAL INVOLVEMENT • Wealth Investment Strategy Committee • Trust Investment Committee PERSONAL • Enjoys golf. • Spends time with family and friends.