Brady has helped clients plan for retirement since 2005. His broad range of experience includes working with boutique firms for high net worth clients, managing multimillion-dollar 401(k)s and working closely with large and small banks across the Wasatch Front.

Brady graduated from the University of Utah with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He has passed the Series 66 securities exam, is licensed as an Investment Advisor Representative and holds life insurance and annuity licenses.

Brady grew up on a 70-acre ranch in Ogden Valley, where he learned the value of hard work. He now lives in North Ogden with his wife, Heather, and their three children.

In his free time, Brady enjoys training with his wife for triathlon and mud races. He loves trying new things, like skydiving, Israeli street fighting and cooking classes. He is involved in his church and coaching his kids’ sports teams.