Brady is a Registered Assistant at Milestones Planning, where he has worked in the financial services industry since June 2025. Before joining the firm full-time, he completed an internship with Milestones Planning in 2024, gaining valuable firsthand experience in the financial industry. He currently holds his Series 7 and Series 66 licenses and is currently pursuing the CFP® certification to further develop his knowledge and expertise in financial planning.
Brady is a Waterloo, Iowa, native and a proud University of Iowa graduate, earning his Bachelor of Business Administration in Finance in May 2025. His academic background, early industry experience, and continued professional development have provided him with a strong foundation as he builds his career in financial services. Outside of work, Brady enjoys living an active lifestyle, attending and participating in sporting events, grilling out, and making the most of his time with family and friends. Brady is committed to building meaningful relationships with clients and continuing to grow within the financial planning profession. He looks forward to applying his knowledge and experience to help clients pursue their financial goals and navigate each stage of their financial journey.