Brad Michels joined Wealthcare in 2012 and serves his clientele on both sides of the Ohio River from his office in Southern Indiana. His mission is to change the way individual investors approach their financial lives by measuring success not by returns, but through the achievement of their life's goals. In 2013, he launched careWell in partnership with his wife, Elizabeth Michels. Together they take a holistic approach to financial and wellness planning to foster a community that is better positioned to achieve their goals while reducing risk and sacrifice. Their passions for financial life planning and overall wellness allow them to help clients live a more enriching life with purpose and direction.
Brad has nearly two decades of experience in the financial service industry, holding positions at AEGON and Multi-Funds, Inc. Based on his belief that an advisor must be independent and free of conflicts, he formed Concentric Fiduciary Advisors in 2009.
Brad graduated from the University of Kentucky in 1991 with a BBA in Marketing and earned his MBA from Webster University in 1996. He attained his CFP® certification in 2006 and his QPFC designation in 2010. Brad served during Desert Storm/Shield in 1991 and was awarded the Army Achievement Medal for meritorious service. He currently resides in Floyds Knobs with his wife and daughter and is actively involved with Holy Family Parish.