Bradley J. Kamman, CFS
Senior Vice President
Brad Kamman is a financial planner, who has focused his practice on risk based asset accumulation and management, the development and implementation of strategies for individuals and families in the distribution phase, and coordinating a team of professionals to guide clients throughout their financial lives.
Brad has spent his entire career in the financial services industry assisting clients with preparation for retirement, evaluating their assets and pension alternatives with an eye on risk management, and maximizing the benefits of their work years.
Brad graduated from Indiana University with a B.S. in Operations and Systems Management in 1983 and entered the Financial Services industry in the early 2000's as an independent financial planner. He is married to Jenny and they have two daughters, Alex and Maddie.
"My goal is to create a partnership with each client and assist them in defining their financial goals in a way that will allow them to identify, evaluate, select, and monitor their investment and retirement portfolios. I understand that each one of my clients has different needs and desires, and my commitment is to insure that achieving their individual goals and understanding their concerns are the primary focus of our efforts."
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