Client Onboarding Specialist
Brady is the primary point of contact for families and individuals embarking on their journey to create the comprehensive retirement plan we call your RetireSecure Roadmap. As a Client Onboarding Specialist, Brady is passionate about offering exceptional service and guidance throughout onboarding. He skillfully facilitates the completion of crucial paperwork covering account applications, beneficiary designations, and various essential documents. He meticulously ensures forms are filled out accurately and submitted on time while coordinating the setup of accounts and providing details about our services, account features, and investment options.
His journey with us began as an intern while attending Iowa State University. He transitioned to a full-time role in 2022. Brady’s expertise is backed by his success in passing the Series 65 securities exam and securing his life, health, and accident insurance licenses in Iowa.
Outside of work, Brady’s passion is the great outdoors, particularly fishing. His favorite spot is Port Clinton on Lake Erie. This location holds special significance as it is the annual gathering spot for a treasured trip with his brother, father, and grandfather. Each football season, he enjoys participating in fantasy football leagues and cheering on his beloved Minnesota Vikings.