Broker Check

Meet The Team

    

Providing Personalized Solutions
For Over 30 Years


Founded in 1993, Brad Werner & Company has been dedicated to delivering an exceptional client experience characterized by integrity, innovation, and a personal touch. Our mission is to forge lasting relationships by providing tailored solutions that inspire trust and loyalty. Combining our expertise with a commitment to excellence, we strive to make every interaction a step toward a brighter and more successful future for our clients and community.


Our affiliation with Summit Financial allows us to leverage the resources of a larger firm while maintaining the individual attention and personalized service of a small team. This partnership enhances our ability to offer comprehensive solutions, blending the best of both worlds to serve our clients more effectively.

Werner

Brad Werner

Brad Werner, AAMS, BFA

Founder & President

(219) 929-1234

Carmen Werner

Carmen Werner

Director of Operations

(219) 929-1234

Summit Financial

Steven Weinman

Steven Weinman

Summit Financial President, Co-Chief Investment Officer

973-285-3599

Noreen Brown

Noreen Brown, CFA

Summit Financial Co-Chief Investment Officer

973-285-3600

Steven Melnick

Steven Melnick, CFA

Summit Financial Deputy Chief Investment Officer

973-285-3600

Brandon Smith

Brandon Smith, J.D.

Summit Financial Director of Integrated Planning Group

973-285-3600

Joseph Cecere

Joseph Cecere, CFA

Summit Financial Senior Investment Analyst

A Look Into Our Process

At Brad Werner & Company, our process is designed to provide a seamless and personalized experience for each client. We believe in building strong partnerships through clear communication, tailored solutions, and ongoing support. Our commitment to transparency and excellence guides us through each step, fostering trust and delivering results that align with our clients' aspirations.


Initial Inquiry

Clients can reach out via email, phone, or our website to express interest in our services. We gather initial information about their needs and objectives.

Consultation & Needs Assessment

A discovery call or meeting is scheduled to discuss specific needs, challenges, and goals. We assess the client's situation to understand their unique requirements.

Proposal Development

Based on gathered information, we prepare a customized proposal outlining services, deliverables, timelines, and pricing. This provides a clear overview of how we intend to meet the client's needs.

Proposal Presentation & Discussion

The proposal is presented to the client, with each aspect discussed and any questions addressed. We solidify that the client understands and feels comfortable with the proposed solutions.

Agreement & Onboarding

Once the proposal is accepted, we formalize the partnership through a contract. The onboarding process begins, involving detailed information gathering and setting clear expectations.

Project Implementation

We execute the agreed-upon services, involving regular check-ins and collaboration to establish alignment. Our focus is on delivering high-quality results that meet or exceed expectations.

Ongoing Communication & Support

Regular communication is maintained through updates and progress reports. We build a strong relationship based on transparency and trust.

Feedback & Evaluation

Upon project completion, we solicit client feedback to identify areas for improvement and validate the effectiveness of our solutions.

Follow-Up & Continued Support

We follow up to check on client satisfaction and explore additional needs or opportunities for collaboration, maintaining the relationship for ongoing success.

Referral & Testimonials

Satisfied clients are encouraged to provide testimonials or referrals, helping us grow through word-of-mouth marketing and client satisfaction.

Education
Explore Our Knowledge Library

Explore our comprehensive suite of resources today and learn more about enhancing your financial well-being. With us, you can access valuable tools and insights that can help you achieve your financial goals.

Lifetime of Earnings

Lifetime of Earnings

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How Much Do I Need To Retire?

How Much Do I Need To Retire?

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Comparing Investments

Comparing Investments

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Let’s Get Started
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Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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