Bradd joined Catalina Capital Group as Managing Director, Corporate Retirement Plans in 2017. He started his career in the qualified retirement plan space in 2007 as Director of Sales at Principal Financial Group before becoming SVP, Retirement Plans at Securian Financial. His expertise includes implementing best-in-class solutions for 401(k), 403(b), 457(b), 457(f), Profit Sharing, Defined Benefit, ESOP and Non-Qualified Deferred Compensation plans.
Over his career he has gained valuable experience in developing custom, results oriented solutions for retirement plan clients. He is passionate about partnering with business owners and executives to help them achieve all their retirement plan goals and objectives. Catalina Capital Group serves in a fiduciary capacity for each of its clients and Bradd takes the lead role in providing an unbiased and conflict fee approach to always doing what is in each client’s best interest. Step-by-step guidance is provided to ensure plan cost effectiveness, investment performance, operational efficiency, participant retirement readiness and plan compliance.
Bradd is a graduate of The Ohio State University where he earned his Bachelor of Science in Business Administration (BSBA). He has also achieved the designation of Accredited Investment Fiduciary (AIF) which represents a thorough knowledge of sound fiduciary best practices.