As long as I can remember, I have had a passion for investing and teaching others how to make the most of their investments. As a co-founder of Brady Family Wealth and the firm’s Chief Investment Officer, I shape the firm’s investment philosophy and use my knowledge and experience to guide the strategic direction of the firm through research, planning and technology.
I love connecting and building relationships with individuals and their families. I enjoy working with clients to understand their objectives and use that understanding to craft comprehensive, customized financial plans and portfolios designed to meet their needs. Beyond investment advice, I guide my client’s investment behavior with the highest standard of care.
I started on my path by studying Finance at the University of Notre Dame. I went on to be a Valuation Associate at Deloitte in Chicago before joining Wells Fargo Advisors. In 2018, I earned the Chartered Financial Analyst (CFA®) designation from the CFA Institute. Along with my father, I co-founded Brady Family Wealth in 2021.
When I’m not helping St. Louis families and individuals build a solid financial foundation, you can probably find me on the golf course or reading a good book.
