Brad's Bio
Brad joined Perigon in March of 2024 as a Financial Planning Associate and serves our Michigan team’s Corporate Retirement Plan clients. Brad serves as a key point of contact for many employers and participants of corporate retirement plans, helping deliver a ‘best in class’ approach to the client experience.
Brad attended Central Michigan University, where he earned a Bachelor of Business Administration in Personal Financial Planning. Brad holds active Series 65 exams from FINRA and NASAA. He also holds the Chartered Retirement Plans Specialist (CRPS®) designation.
Brad enjoys spending time with his family. He is an avid fan of the Detroit sports teams but roots against the Detroit Lions when they’re playing the Green Bay Packers. During the summer, he enjoys golfing and the outdoors.
Brad's Team
Brad Bell
Jessica Elliott
Rhoda Woods, APMA®
Sandra M. Kerr, CFP®, AIF®
