Bryan is the Principal and Owner of Cast Financial.
Right out of high school Bryan joined the Marine Corps Reserve and served for 8 years. While Bryan served he studied Ag. Business and worked on the family farm. Bryan found his real passion from reading books and decided to make a career change. He worked for 2 advisors who sold financial products and realized that was not his path. Bryan decided he wanted no conflict of interest and decided to be a FEE-ONLY advisor. This means he has and never will receive commissions.
Bryan married Danielle in May 2016. They live outside of Beaver Crossing, NE on part of the family farm. They enjoy traveling to anywhere new. They enjoy hiking and any outdoor activities.
Brad is an Investment Advisor Representative for Cast Financial and runs maximizeyourmoney.com
Brad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Dave Ramsey Certified Financial Coach. In addition to his background in personal finance coaching, Brad brings over 20 years of entrepreneurship and small business experience. Having started, grown, and sold a successful business - plus investing in and coaching other businesses - Brad has special insight into key financial planning needs for business owners.
Brad has been married to his wife Karla for over 25 years and they have one daughter living in Georgia. They live just outside of Charleston, SC where they enjoy outdoor activities, serving in their church, and helping others in their community.
Danielle is the tax specialist and CFO for Cast Financial.
Danielle's father was a CPA and worked with major accounting firms. She didn't have much interest in the profession until she started reading tax books Bryan had purchased and hadn't read yet. She had always been passionate about helping others. She now found her vocation combining her analytical skills with helping others. Danielle also has 4 years of banking experience.
Danielle is Bryan's better half and has an incredible connection with clients.