Retirement Planner
Brady plays a key role in helping the families and individuals we serve work toward their retirement vision. As a Retirement Planner, he is instrumental in guiding them through the next steps of their journey—whether that means connecting during a RetireReady Call, answering important questions, or conducting detailed financial analyses to develop personalized retirement strategies.
During a RetireReady Call, Brady takes time to understand each person’s current situation, listen to their goals and concerns, and help them explore strategies designed to support a more confident retirement future. Known for his approachable personality, Brady strives to make these conversations helpful, informative, and easy to understand.
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. He has passed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. He holds life and health insurance licenses.
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.