Brad earned his Bachelor Degree in Finance with a minor in Economics from Ball State University. In 1995, he began his career as an independent financial advisor at Lerner Financial which later became Lerner, Csernai and Fath Financial Group. He holds his series 6, 7, 63 and 66 licenses with The Financial Industry Regulatory Authority (FINRA). One of Brad’s major roles in the office is analyzing new investment strategies. His ability to understand and develop new strategies is an invaluable asset to the group and our clients alike. Brad’s dedication and passion in building strong relationships with people is evident in the trust they place in him. Helping his clients achieve financial independence is the greatest reward of all.
Being a lifelong resident of Mecosta County, Brad has always believed in giving back to the community where he lives, works and raises his 3 children. He is a graduate of Leadership Mecosta, Director on the Mecosta County Community Foundation Board, sits on the Investment Committee for the Fremont Area Community Foundation, and is on the Ferris State University Rebounders Club.
Brad finds great joy and pride in being an involved father and role model to his children, Ben, Grace and Izzy. Whether it’s attending local sporting events or working/playing outside, Brad and his wife Sara feel very blessed to be able to raise their family in Mecosta County.