I am proud to serve as the Founder and President of Brad Werner & Company and a Private Wealth Advisor at Summit Financial. With over 32 years in the financial services industry, my mission is to holistically analyze and integrate all areas that impact the growth and protection of our clients' wealth. I believe a strong financial plan is the cornerstone of financial security, and I work closely with my clients to craft personalized strategies that align with their unique circumstances and goals. By integrating behavioral finance principles, I address not just the numbers, but also the emotional factors influencing financial decision-making.
My journey into finance began while serving as a United States Army Medic. It was there that I learned the importance of financial discipline by consistently investing 10% of my $550 military paycheck. This experience sparked my passion for personal finance and led to insightful discussions with fellow soldiers about saving and investing. This awakening propelled me on a mission to help others navigate their financial paths.
Throughout my career, I have obtained the Behavioral Financial Advisor (BFA) and Accredited Asset Management Specialist (AAMS) designations from the College For Financial Planning. I am motivated by the opportunity to positively impact people's lives, building relationships grounded in trust and transparency. Educating and empowering others in their financial journeys is what I enjoy most about my work. I find fulfillment in fostering meaningful connections with clients and witnessing them gain confidence and control over their financial futures.
A native of Michigan City, Indiana, I currently split my time between Chesterton, Indiana, and Naples, Florida, with my wife, Carmen. We are proud parents of four incredible children and grandparents to three wonderful grandchildren. Our family holds a profound passion for honoring and supporting the United States military, a legacy deeply embedded in our lives. Our deep faith in God shapes every aspect of our lives, guiding our decisions and relationships. When it comes to personal passions, I find great joy in staying active and prioritizing my health. I love challenging myself at the gym and exploring new workout routines. Golf is another favorite hobby, offering a blend of skill and strategy that I find fulfilling. Additionally, our two dogs, JD and Rocco, bring immense joy and companionship into our lives.