Brad Stiles has been helping clients protect their assets and invest wisely since 2007. His loyalty and commitment to his clients is demonstrated by taking the time to get to know them as individuals and friends. He often makes ‘house calls’ to meet with clients and plan around their kitchen table. Brad understands that life is often more complicated than we think and he believes in helping each other. John F. Kennedy said it best, ‘One person can make a difference, and everyone should try.
In addition to his securities and insurance licenses, Brad is a Chartered Retirement Planning Counselor and has received specific training to assist retirees and pre-retirees work towards a comfortable retirement by helping them avoid the most common financial mistakes. He especially enjoys introducing clients to socially responsible investing (SRI). SRI is based on the principle of investing in well-managed companies that act responsibly towards shareholders, communities, employees, consumers, and the environment. Brad believes it is very gratifying for clients to know that their investments are consistent with their personal values.
Before becoming an Investment Adviser Representative, Brad graduated from Purdue University, served in the United States Marine Corps and spent several years in manufacturing management. His experiences have allowed him to travel across the US and overseas, and build lasting friendships.
Brad lives in Fort Wayne, Indiana where he enjoys spending time with family and friends. He also enjoys volunteering with Big Brothers Big Sisters, exercise, reading and sports.