Brady joined D.A. Davidson in 2022. Prior to becoming a Financial Advisor, Brady earned his Certified Public Accountant License at KPMG, Lutz and SilverStone Group. He worked in the areas of audit, tax, and employee benefit consulting, giving him broad exposure that provides him insight and connection to many of the challenges facing clients, families and business owners today.
Brady joined a wealth management team focused on integrating their clients' objectives into a personalized plan that can be updated as life occurs. He believes the key components to building a successful investment portfolio and financial plan are asset allocation, individual portfolio construction, retirement income planning, and tax efficient strategies that span across multiple generations. When all of these objectives are achieved, clients enjoy compounded wealth accumulation, comprehensive tax and estate planning, aspirational goals such as charitable giving, and most importantly, peace of mind.
Having earned both his Certified Financial Planning License and his Chartered Advisor in Philanthropy Designation through the Omaha Community Foundation, in addition to his background as a CPA, Brady understands the importance of tying together estate, tax, wealth management, and charitable giving strategies for all key stakeholders. The Chartered Advisor in Philanthropy Designation provides Brady with a unique skillset for facilitating gift planning between nonprofits and high-capacity donors, while his CFP Certification and CPA experience equip him with the knowledge to do it in a financially advantageous way to both the client and the institution.
Born and raised in Omaha, Nebraska, Brady enjoys spending time with his wife Sarah, and their friends and family. Outside of work, he loves to run, golf, travel and read. He is a graduate of the University of Nebraska at Omaha, where he earned a bachelor's degree in accounting.
