OUR TEAM

BRADI J. DAHMEN

Financial Advisor, Director of CNC Financial Group

About

Bradi is the director of financial services for the firm and oversees all financial planning services the firm offers to clients. Before entering the financial services industry, Bradi worked as a third-generation funeral director in her family business, where she learned firsthand how to connect and build trusting relationships. Now, with nearly 20 years of experience in the financial services industry, Bradi offers her clients advice and guidance developed through varied situations. She began learning the ropes first as an administrative assistant for the firm, navigated through years as a wealth management assistant and junior financial advisor, and has led our financial services department since 2013. She finds fulfillment in supporting her clients through the ups and downs of life and brings a unique approach to her client meetings with empathy, care and compassion.

The financial services side of the firm has seen significant growth and success under Bradi’s leadership. Her role as a director reflects numerous trusted relationships with not only her clients but with the various staff and CPAs she works alongside daily. Having worked with tax professionals in many different capacities through the years, she can provide tax-efficient financial planning to her clients she believes is not only essential but desperately needed in today’s world.

Bradi grew up in Wapato, Washington, on the Yakima Indian Reservation before moving to Wenatchee where she attended Eastmont High School. She earned a bachelor of arts degree in business management with a concertation in management from Washington State University. She holds securities licenses 6, 7, 63 and 66 and Washington State life, disability and long-term care insurance licenses.

She lives in East Wenatchee with her husband, Chad and her two children, Emma and Colin. She enjoys spending time with her family and traveling with her husband in her spare time. Fun fact: Bradi has been to 45 of the 50 United States and visited 17 countries and counting.

Areas of Practice

Financial Planning, Retirement Planning, Education Planning, Investment Management, Special Situation Planning, Business Planning

Experience

Bradi oversees all financial planning services the firm offers to clients. Before entering the financial services industry, Bradi worked as a third-generation funeral director in her family business, where she learned firsthand how to connect and build trusting relationships. Now, with nearly 20 years of experience in the financial services industry, Bradi offers her clients advice and guidance developed through varied situations.

Education

  • Washington State University, B.A.- Business Administration, concentration in Management
  • FINRA Securities Licenses, Series 6, 7, 63 and 66
  • Washington State Insurance License
  • Washington State Life, Disability and Long Term Care Insurance Licenses

Community

  • Estate Planning Council of North Central Washington
  • Wenatchee Rotary Club

Associations

Contact

ARTICLES BY BRADI DAHMEN

Should I Be Working with a Financial Advisor? Here’s What One Can Do for You

Bradi J. Dahman, Director of Wealth Management, CNC Financial Group, LLC By Bradi Dahmen, Director of Wealth Management The financial services industry has changed a lot over the years. The ...

How to Plan for Future Generations

Bradi J. Dahman, Director of Wealth Management, CNC Financial Group, LLC By Bradi Dahmen, Director of Wealth Management CNC Financial Group, LLC To grow generational wealth requires proper planning and ...

Considerations When Evaluating a Retirement Plan For Your Business

Bradi Dahmen, Director of Wealth Management CNC Financial Group, LLC If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've ...

Inflation Can Be A Scary Word

Bradi Dahmen, Director of Wealth Management CNC Financial Group, LLC Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my ...

Rebalancing Your Portfolio

Bradi Dahmen, Director of Wealth Management CNC Financial Group, LLC Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that ...

Serving a Winter Meal at the Lighthouse

Recently, a group from Cordell, Neher & Compnay, PLLC spent a "cold, wintery, snowy" evening serving dinner at the Lighthouse in downtown Wenatchee. The Lighthouse Christian Ministry in Wenatchee provides meals, clothing, haircuts and ...

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

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