Brad Goodbred has over 25 years of experience in the wealth management & retirement plan industry specializing in assisting high-net-worth business owners with their company plans. He specializes in providing individuals and corporations financial knowledge in the areas of investment planning, financial planning, retirement planning, estate planning, income tax planning as well as insurance and employee benefits. Brad helps individuals plan for and pursue a successful retirement. He enjoys the relationships he builds with his clients and watching his hard work pay off when their strategies are implemented.
Brad graduated from Bradley University with a Bachelor of Science degree in Finance and holds the FINRA Series 7(General Securities Representative) with LPL Financial, the AIF (Accredited Investment Fiduciary) designation, and the PPC (Professional Plan Consultant) designation. He has also completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum at Northwestern University and plans to sit for the comprehensive exam in 2017.
Brad and his wife Dawn have three children. When not in the office, Brad enjoys attending his children’s games as well as playing golf when time permits. He is also the treasurer at the DuPage County Medical Society Foundation.