Brad Mendel, CFP®, EA Training New Advisors From The Ground Up

Ep 40 replay – Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money Management, Brad earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University. While at Kellogg, he participated in the Kellogg Asset Management Practicum where students manage a portion of the endowment fund portfolio.

He is also a CERTIFIED FINANCIAL PLANNER (CFP®). Brad grew up in Northbrook, Illinois, and currently lives in the Roscoe Village neighborhood of Chicago with his wife, Kim, and daughter, Madison. He has always had a love for cooking but recently developed a sweet tooth learning how to make delicious cookies and cupcakes with his daughter. Brad has a love for sports and is an avid fan of all Chicago teams. In college, he played golf for Boston University and continues to play with clients and friends during the Chicago summers. Whether it be personally or professionally, Brad is always looking for ways to improve. You will notice this when working with him. He wants to be the best that he can be at everything he does.

To learn more about Brad Mendel and Mendel Money go to: https://www.mendelmoney.com/about-us/our-firm/

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

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