Brad is a principal with Cahill Financial Advisors, Inc., and a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in developing comprehensive financial strategies for clients designed to achieve their financial objectives.
Brad is a practicing Attorney with extensive experience advising clients on tax and estate planning matters. He specializes in implementing multiyear tax planning strategies and innovative estate planning approaches for High-Net-Worth clients.
Outside of the office, Brad lives in Orono with his family. In his free time, he enjoys spending time on the water, working on his golf game, and coaching kids’ basketball.
Focus
- Financial planning
- Investment and risk management
- Retirement planning
- Estate planning
- Tax planning considerations
Experience
- Financial Advisor - Capstone Advisory Group
- Financial Advisor - Principal Financial
Education
- B.S., Electrical Engineering – University of Michigan
- J.D. Loyola University Chicago - School of Law
- CERTIFIED FINANCIAL PLANNER™
Memberships
- Financial Planning Association
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