“I’ve seen firsthand the impact a team of genuinely good people can have—on clients and on each other. When you know you’re surrounded by people who care and show up with full effort every day, you trust that clients are in the best possible hands.”
Braden’s Story
As a Wealth Planning Sr. Associate, Braden plays a key role in building and presenting personalized financial plans that reflect each client’s unique values and goals. He works closely with advisors to ensure a seamless and thoughtful client experience—helping individuals and families plan for major milestones, from education and retirement to multi-generational wealth strategies. With a holistic and detail-oriented approach, Braden ensures every recommendation aligns with what matters most to clients.
Braden enjoys staying active through sports and fitness, traveling, exploring new hobbies, and building meaningful relationships. A proud Bengals fan, he rarely misses a game.