Whether it’s planning for retirement, developing a personal investment strategy, or protecting your family from life’s unexpected events, Mill City Investment Services makes it their priority to understand the financial goals you want to achieve.
Our team of advisors can help with
- College Planning
- Estate Planning
- Asset Allocation
- Insurance Planning
- Retirement Planning
- Tax Planning
- Long-Term Care & Disability
The Mill City Investment Services Team
Feel confident knowing that your Mill City Investment team’s number one priority is you and helping you find the best solutions to fit your financial goals. They bring years of advising experience and over 100 years in the credit union industry.
Brad’s financial services career first began by helping individuals pursue their investment and insurance needs at Country Financial. In 2008, he joined Investment Centers of America where he spent the next seven years creating comprehensive post-retirement financial plans for clients. Today, Brad has transitioned his talents to Cetera Advisor Networks and continues to focus on building long-term relationships with clients, including Mill City members, using a needs-based planning approach to financial management.
Brad earned his Bachelor of Science degree in Business Administration, with an emphasis in Finance at the University of Wisconsin-Stevens Point and is also a graduate of University of Wisconsin-Stevens Point’s Retail Banking Management 3-year program.
Brad has three boys and enjoys the challenges that each day of raising them brings. For the last six years, he volunteers for Junior Achievement where he teaches financial literacy to grade school students in the Twin Cities and Western Wisconsin.
Tom began his financial services career in 1992 with New England Financial. In 2001, he transitioned to Cetera Advisor Networks in order to expand the solutions he could offer his clients. Tom continues to build his clientele by creating trusting relationships using a needs-based planning approach.
Tom developed diverse skills that he leverages to clients’ benefit. He has a broad background in investment and insurance planning, dependents’ needs at death, special gifting plans and estate planning. By using robust analytical and planning tools, he can develop a diversified investment program suited for individual investment experience and goals. Tom also has a solid understanding of tax-advantaged plans that can be used to potentially minimize tax effects.
Tom earned his Bachelor of Science degree in Business Administration at the University of Wisconsin-River Falls. Tom’s professional achievements include lifetime membership in the Finance Leaders Association, membership in the prestigious Million-Dollar Round Table, and member of the MVP club within Cetera Advisor Networks. He has also achieved the professional designation of Chartered Financial Consultant (ChFC).
Tom and his wife Tina have two children and reside in Savage, MN. Tom enjoys volunteering with Urban Ventures, an organization that helps inner city fathers in prison and dependency programs reconnect with their children.