Brad Rist advises business owners and families who want clarity around consequential financial decisions. His work focuses on retirement strategy, tax-aware planning, and designing customized portfolios that align with income needs, risk tolerance, and long-term objectives.
Brad began his career at Deutsche Bank, where he became a trainer and later the youngest Regional Vice President in the U.S. Americas wholesale division. He has worked alongside advisors, institutions, and high-net-worth families, translating sophisticated investment strategy into disciplined, actionable plans.
He has advised retirement plan sponsors across industries including technology, manufacturing, healthcare, and professional services, helping employers strengthen 401(k), 403(b), and defined benefit plans. Brad holds the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations.
Brad brings fiduciary discipline and long-term perspective to every client relationship. He aligns investments, tax strategy, and retirement income into durable plans designed to hold up through market cycles and major life decisions.
Outside of his advisory work, Brad coaches youth sports and contributes to community organizations. He co-launched a mindfulness initiative supporting elementary school classrooms and believes financial confidence and personal well-being are closely connected.