As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.
Michael has been a professional financial services representative for over 25 years; he is responsible for assisting you in achieving your overall wealth management goals.
Michael primarily concentrates his efforts on identifying clients financial needs and developing strategic investment recommendations for his clients.
He also assists his clients with establishing their financial goals so that the investment strategies chosen truly enable each client to achieve their objective.
Brandy has worked for over 10 years in the financial service industry and offers a wealth of experience in customer service and office administration.
She has been with the Bradley Team since January of 2004 and obtained her Mutual Funds License in December of 2009. In her role as a Licensed Assistant, Brandy provides timely information, answers to questions concerning portfolios, initiates and processes paperwork and books appointments.
She is the liaison between Michael and you.
Cassy is new to the Bradley Financial Team and she will be assuming the role of Client Service Administrator effective immediately.
She comes from an industry where she has held positions in client service and account management.
Cassy will be assisting with the overall management of client files, service and processing.