70 West Madison
Franklin IN 46131


[email protected]

Brad Rozema

Vice President Financial Advisor

Value Statement

To provide mindful, financial plans for clients with a goal of continually improving their investment portfolio.

Approach to Wealth Management

To provide my clients with informative and accurate financial education, and exceptional service, exceeding their expectations.

Investment Philosophy

Individuals have different needs and goals. A financial security plan must reflect your situation, so my team will work to identify the financial products that best fit your situation. Once your custom-tailored, financial plan is in place, we will continue working together to review how your accomplishments meet your goals, then adjust accordingly.

Brad graduated from Indiana State University (ISU) with a B.S. in Economics, minoring in Marketing. He attended post-graduate education at the University of Pennsylvania’s, Wharton School of Business.

Brad has been in the financial industry since 1979, spending the first 32 years of his career with Merrill Lynch, then was recruited by Wells Fargo until August 2014, when he joined Thurston Springer. Brad is a proud father of 3 daughters, and has lived in the Indianapolis area throughout his career.