OUR TEAM

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.