Brad is a co-founder of Paladin Wealth Partners and is the firm's Managing Partner and Chief Investment Officer. Brad’s vision for serving clients was core to the creation of Paladin:
"Surround the client with a coordinated team of highly experienced professionals. Help identify and solve needs with well-crafted solutions. Bring a disciplined, institutional approach to family wealth management."
Brad has over 25 years of diverse financial industry experience focused on providing solutions for family and institutional clients. Prior to forming Paladin, Brad was President and Chief Investment Officer of HJN Advisors, where he directed the firm’s investment strategies and was a key partner with clients in helping them identify and achieve goals for their wealth. Brad’s experience also includes leadership roles managing client assets for U.S. Bank, Aviva Investors, and OFS Capital. Brad began his career with McGladrey & Pullen, LLP in Chicago, IL.
Brad holds a Bachelor of Arts degree in Accounting from the University of Northern Iowa and a MBA (with Distinction) from the Kellstadt Graduate School of Business at DePaul University. Brad has earned the right to use the Chartered Financial Analyst (CFA) designation and is licensed as a CPA in the State of Iowa.