Cooper Bradfish

Client Service Specialist

Cooper, a recent graduate with a degree in Finance, Investments, and Banking from the University of Wisconsin, has just passed his CFP exam and is now working through the experience requirements. He developed a strong passion for Wealth Management and Financial Planning through his academic journey. Very early in his career, he also found his dedication to supporting fee-only financial planners who share a similar desire to hold themselves to the highest standard. In his role as a Client Service Specialist, Cooper excels with meticulous attention to detail and an unwavering work ethic. Most importantly, Cooper is committed to assisting individuals in optimizing their practices, ultimately helping end-clients in pursuing their financial goals.

Cooper grew up in central Wisconsin, where he still currently resides. He cherishes spending time with his family. In his free time, you will also find him watching his favorite Wisconsin sports teams and playing golf during the few months when there is no snow on the ground.