Brady is a Wealth Advisor and Financial Paraplanner Qualified Professional™. As a member of our professional advisory team, he develops financial plans and implements investment portfolio strategies. He is known for his ability to educate clients on complex financial topics and for his expertise in retirement income planning. In concert with the rest of our advisory team, Brady develops and delivers financial plans that ensure clients remain on track for their wealth objectives. Before our merger with Vista Wealth Management in 2019, Brady joined Hines Warner after successful internships in both the financial services and insurance industries. He received his Bachelors of Science in Economics from the University of Oregon, and holds a Series 65 securities license. Brady is a native of Oregon, and currently resides in Portland with his family.
University of Oregon
Bachelor of Science, Economics.
Minor in Business Administration.
Gear Up Scholarship Alumnus
Oregon Gear Up College