About

Bradi is the Director of Financial Services for CNC Financial Group. Her financial planning career is a true story of bottom-to-top success. She began learning the ropes first as an Administrative Assistant, navigated through years as a Wealth Management Assistant and Junior Advisor, and has been the head of the department since 2013. She brings a unique approach to her client meetings with an abundance of empathy, care, and compassion that she learned through her experience in caring for families as a third-generation funeral director.

CNCFG’s exponential growth and success since Bradi came on board as director is a direct reflection of the relationships that she has fostered with not only their clients, but also the CPAs that she works alongside. Having worked with the accountants in so many different capacities through the years she is better able to provide tax-efficient financial planning. It is important to Bradi that she maintain lasting relationships with her clientele, and their families, offering peace of mind especially for those clients entering into retirement.

In addition to her successes in the financial industry, she is also the mother of two bright, busy children. She and her husband spend much of their spare time being involved with their various sporting and extracurricular activities.

Education

    • Washington State University, B.A.- Business Administration, concentration in Management

Licenses

    • FINRA Securities Licenses, Series 6, 7, 63 and 66
    • Washington State Insurance License
    • Washington State Life, Disability and Long Term Care Insurance Licenses

Community Activities

    • Estate Planning Council of North Central Washington
    • Wenatchee Rotary Club