Bradley Sorenson

Planning Specialist
Wealth Manager

Brad graduated from Northwood University, earning his Bachelor of Business Administration with a major in Finance. From there he began his career at AXA Equitable Advisors, where he obtained his Series 7 and 66 licenses.  He then furthered his experience working at Jobin Financial, Inc. Over the course of his learnings, he began to thoroughly understand the value a fee-only fiduciary firm can provide its clients.  We believe his positive energy, humble ambition, and recent education bring innovative ideas to our experienced team.

Brad always felt that his career must have purpose and provide help to others.  Over the course of his lifetime, he has learned how immensely finances can affect everyone, from families to small businesses.  He has developed a great passion for finance and is constantly looking for ways to grow and further his education.  He is currently enrolled in a CFP certified study program and plans to obtain this prestigious designation within the pursuing months.

During Brad's college years, he participated on Northwood's Men's Varsity Basketball team and the 2018 Ferris State University's Men's Basketball team where they won the NCAA Division II National Championship.  While training and studying, Brad worked to help pay his way through school.  He strongly believes that his education, work experience, and athletic career are responsible for molding his dedicated character.

Brad has always been a big part of the Romeo community where he still resides.  During his free time, Brad loves spending time with friends and family.  He is outgoing and always enjoys meeting new people.