Bradley Bartkowiak, CPFA®, CLTC®
Wealth Management & Retirement Planning
With over 15 years of experience in the financial services industry, Brad has been dedicated to helping clients achieve their financial goals since joining Statera Advisors in 2009. Specializing in risk mitigation, wealth accumulation, and retirement distribution strategies, Brad takes a comprehensive and personalized approach to financial planning.
By gaining a deep understanding of each client’s unique goals, needs, and overall financial picture, Brad creates customized strategies that prioritize long-term stability and growth while minimizing risk. His commitment to providing clear guidance and practical solutions has earned him the trust of families and individuals seeking to secure their financial future.
Outside the office, Brad enjoys spending time with his family. He is married to his wife, Ashley, and the proud father of two children, Vale and Brody. A lifelong sports enthusiast, he coaches his kids’ lacrosse teams, combining his passion for mentorship and teamwork. In his free time, Brad enjoys staying active, playing golf, and giving back to his community.