Brady is a Wealth Advisor with a Bachelor of Science in Economics from the University of Oregon, and holds a Series 65 securities license. As a member of our professional advisory team, he develops financial plans and implements investment portfolio strategies. He is known for his ability to educate clients on complex financial topics and for his expertise in retirement income planning. In concert with the rest of our advisory team, Brady develops and delivers financial plans that ensure clients remain on track for their wealth objectives. Before Adero, Brady was a member of the advisory group with Hines Warner and worked in the insurance industries. Brady is a native of Oregon, and currently resides in Portland with his family.
What do you enjoy most about Adero?
The team environment and client first mentality.
What do you enjoy most about wealth management?
Educating and strategizing with my clients around difficult financial decisions.
What do you feel is the biggest value Adero brings to its clients?
Clarity and Education. From the beginning our Discovery Process brings clients clarity of where they are currently, and what steps they need to take to achieve financial independence. As part of our process, we also educate clients about their investments and teach them strategies for protecting and maximizing their financial lives.
Which quality makes you best suited to provide wealth management services?
Conscientiousness. Being reliable, diligent and organized are essentials for providing the best service for our clients.
What personal accomplishments are you most proud of?
I was the first in my family to graduate from college.
What do you love to do outside of work?
Being with my friends & family and being active. I enjoy golf, snowboarding, basketball, and hiking.
What’s the most influential book you’ve read and why?
Atomic Habits by James Clear. It made me realize that the systems you have in your life are more important than your goals. You do not rise to the level of your goals, but fall to the level of your systems.