Senior Vice President–Wealth Management
Financial Advisor
Your life story guides our planning
On Brad’s office wall is a photo of the double-wide trailer in northern Michigan where he once lived with his parents and his older brother. To feed the family, Brad, his brother, and their father hunted and fished in the Michigan and Ontario wilderness, catching trout, pike and perch. Brad’s father became an award-winning fish taxidermist, enabling him to move his family from a cramped single-wide trailer to the double-wide. At night, everyone sat around the campfire, laughing. Brad considers this childhood a wonderful adventure. It taught him to listen closely to his clients’ life stories in order to uncover their priorities. Today, he strives not only to help his clients pursue their financial goals, but also to align those goals with their core values.
An Iraq War veteran, Brad served 12 years in the United States Air Force, cramming at night to earn an associate’s degree in dental sciences. Upon reading a book on personal finance, however, Brad became fascinated with investing and determined to forge a career in financial services. He earned a bachelor’s degree in business information management and his M.B.A. He also traveled the world, exploring diverse cultures.
Credentials
Outside of UBS
Brad, his wife, Chrissy, and their two children, Madison and Luc, love to entertain at their home in Spokane at the foot of the mountains. The family enjoys visiting Brad’s parents at the peaceful Michigan lake house he bought them early in his financial services career. “We still sit around the campfire together and laugh about the old days,” Brad says, “telling the best stories you’d ever hear.”
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Your life story guides our planning
On Brad’s office wall is a photo of the double-wide trailer in northern Michigan where he once lived with his parents and his older brother. To feed the family, Brad, his brother, and their father hunted and fished in the Michigan and Ontario wilderness, catching trout, pike and perch. Brad’s father became an award-winning fish taxidermist, enabling him to move his family from a cramped single-wide trailer to the double-wide. At night, everyone sat around the campfire, laughing. Brad considers this childhood a wonderful adventure. It taught him to listen closely to his clients’ life stories in order to uncover their priorities. Today, he strives not only to help his clients pursue their financial goals, but also to align those goals with their core values.
An Iraq War veteran, Brad served 12 years in the United States Air Force, cramming at night to earn an associate’s degree in dental sciences. Upon reading a book on personal finance, however, Brad became fascinated with investing and determined to forge a career in financial services. He earned a bachelor’s degree in business information management and his M.B.A. He also traveled the world, exploring diverse cultures.
Credentials
Outside of UBS
Brad, his wife, Chrissy, and their two children, Madison and Luc, love to entertain at their home in Spokane at the foot of the mountains. The family enjoys visiting Brad’s parents at the peaceful Michigan lake house he bought them early in his financial services career. “We still sit around the campfire together and laugh about the old days,” Brad says, “telling the best stories you’d ever hear.”
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
Building client relationships and focusing on their needs
Getting to know and help clients is Shelly's specialty. As a longtime team member, she's developed a close relationship with clients and enjoys talking with them both personally and professionally. A problem-solver who is always ready to answer questions, Shelly demonstrates a willingness to help that makes clients feel good about working with X Wealth Consulting. She enjoys her work as a Client Service Associate and is a big believer in helping clients manage their money in the long term.
Experience
Credentials
Life
"My team is fun. We try to be lighthearted and not too serious—but still get the work done."
-Shelly Johnson
Client Associate
Building client relationships and focusing on their needs
Getting to know and help clients is Shelly's specialty. As a longtime team member, she's developed a close relationship with clients and enjoys talking with them both personally and professionally. A problem-solver who is always ready to answer questions, Shelly demonstrates a willingness to help that makes clients feel good about working with X Wealth Consulting. She enjoys her work as a Client Service Associate and is a big believer in helping clients manage their money in the long term.
Experience
Credentials
Life
"My team is fun. We try to be lighthearted and not too serious—but still get the work done."
-Shelly Johnson
Wealth Strategy Associate
Committed to helping others on their financial journey
Prior to working at UBS she worked as a bank teller and a machining apprentice. While earning her bachelor's degree in Economics, she joined the UBS team. One of her first tasks was to take a personal financial management course. Applying the principles to her situation not only changed her life, but sparked a desire to help other people on their financial journeys.
Experience
Credentials
Life
"I am passionate about wealth management and want to help people on their financial journey, regardless of their stage of life."
-Abigail Allsup
Wealth Strategy Associate
Committed to helping others on their financial journey
Prior to working at UBS she worked as a bank teller and a machining apprentice. While earning her bachelor's degree in Economics, she joined the UBS team. One of her first tasks was to take a personal financial management course. Applying the principles to her situation not only changed her life, but sparked a desire to help other people on their financial journeys.
Experience
Credentials
Life
"I am passionate about wealth management and want to help people on their financial journey, regardless of their stage of life."
-Abigail Allsup
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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