Retirement Paraplanner
Brady plays a key role in helping families and individuals we serve work toward their retirement vision. As a Retirement Paraplanner, he supports our Retirement Planners by conducting detailed financial analyses, developing personalized retirement strategies, and assisting with portfolio preparation. He also helps keep plans on track by monitoring progress, updating strategies ahead of reviews, and maintaining proactive communication with those we serve.
Brady began his journey with Merkle Retirement Planning as an intern while attending Iowa State University. After graduating, he transitioned into a full-time role in 2022. He has successfully completed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. He also holds life, health, and accident insurance licenses in the state of Iowa.
Outside the office, Brady enjoys the outdoors—especially fishing. His favorite destination is Port Clinton on Lake Erie, where he joins his brother, father, and grandfather for an annual fishing trip. In the fall, he also looks forward to fantasy football season and cheering for his favorite team, the Minnesota Vikings.