Founder & CEO
Getting up at 4:00am every morning before school became routine. I was raised on a farm in the Midwest, Iowa. After having worked in a family-owned livestock auction business for the first 18 years of my life I learned, firsthand, the traditional values of honesty, loyalty, and hard work. I have never wavered. I consider myself battle hardened and better for it. I am truly grateful for my life and the empathy it has afforded me.
After earning my bachelor’s degree in Business Administration at Nebraska Wesleyan University, I continued my quest for business knowledge by earning my MBA at the University of Phoenix, Arizona. My pursuit for education continued over the years. I am a Certified Wealth Strategist, a Certified True Wealth Consultant, and a graduate of the Oechsli Institute for Wealth Advisors. I apply the knowledge I have accumulated each and every day.
With nearly 20 years of dedicated professional practice, 35 years of deep-rooted business acumen, and many years as an executive, entrepreneur, speaker, coach, financial planner, and investment advisor, I have built a practice that encompasses my life experiences and lessons learned. I am extremely proud of all that we provide our clients at Bradley Wealth which includes wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable planning, asset protection and retirement plans.
WHERE I AM TODAY
Health is Wealth. As a trusted advisor, my greatest passion in life is to help my clients experience true wealth and to live life by design, rather than default. If I can help influence others to appreciate joy in all the experiences that life gives, then mission accomplished. My definition of True Wealth is “attaining a sense of abundance – one that we experience rather than possess, seeking deeper relationships, accelerating personal growth, and ultimately creating more meaning in life”.
My vision for Bradley Wealth, was to create a one-stop source for a range of wealth planning solutions and the firm has materialized as such and beyond expectations. Bradley Wealth has grown to become a leading financial planning, alternative investment, and private equity solutions firm specializing in non-traditional assets with over $100 million in assets under advisement.
My credo continues: As a high-touch-boutique financial planning firm, Bradley Wealth is a place where the genuine care and concern of our client’s financial well-being is our highest mission. I personally pledge to provide the finest wealth management service experience that anyone has ever had while enjoying a warm, friendly, proactive, and caring approach.
OUTSIDE OF WORK
When not working, I love to travel. Yoga is my time to re-center myself and I ensure that I find a yoga studio regardless of where I am in the world. My other sources of enjoyment include scuba diving, hiking, fishing, and a fine bottle of red wine. I am an avid Nebraska Cornhusker football and San Francisco Giants fan. I spend as much time as possible with the other two loves of my life, my partner in life, Brooklyn, and my Chief Comfort Officer, Sadie – a 90 pound Rhodesian Ridgeback.
MY HOPE FOR THE WORLD
Live life on purpose, cherish every moment and seek to live life without regret.
“Don’t cry because it’s over. Smile because it happened.” – Dr. Seuss
“Dream as if you’ll live forever. Live as if you’ll die today.” – James Dean