Brad MacLachlan is a Financial Advisor within The GHM Group who brings more than 10 years of experience in portfolio management, financial planning and retirement income strategy. His primary focus is helping clients with the preparation of their financial plans and researching investments utilized in the team’s Private Investment Management (PIM) discretionary investment program. He joined Baird in 2011 and is a PIM manager.
Brad is a graduate of the University of Tennessee – Knoxville, where he received both his bachelor’s and master’s degrees. He also graduated from the Boston University program for financial planning and the MIT Sloan School of Management program for Certified Investment Management Analyst® certification. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Brad enjoys volunteering in the community through the Spring Lake Rotary Club and spending time with his family, working in his yard and watching football. He and his wife, Mindy, live in Spring Lake with their daughters, Riley and Annie, and their son, Brady.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., cfp-disclosure.jpg which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.
Investment Management Consultants Association is the owner of the certification marks "CIMA®" and "CPWA®" the service marks "Certified Investment Management Analyst®SM," "Certified Private Wealth Advisor®SM," "Investment Management Consultants AssociationSM," and "IMCA®." Use of CIMA® or Certified Investment Management Analyst®SM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.