James W. Tausz CFP®, AIF®
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners Financial Services of America, and is the president of Bradford. He earned his master’s degree from South Dakota State University, his bachelor's degree from Sioux Falls College, and a Certificate of Completion in Advanced Financial Planning from Purdue University. Author of, "Should I Incorporate?” Jim has served the financial planning industry and worked with corporations and individuals across the U.S. since 1970.
Shallon J. Weis CFP®, AIF®
Shallon is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners Financial Services, and is a financial advisor with Bradford Financial Center. She received her Bachelor of Science Degree in Business/Finance from the University of Phoenix. She has been in the financial planning and insurance industry since 2001. She specializes in helping individuals, families, and businesses reach their financial and estate planning goals.
Marty W. Schimp CRPS®
Marty is a Chartered Retirement Plans Specialist®, Financial Advisor with Bradford Financial Center and a Registered Representative with United Planners Financial Services. Serving the financial planning and life insurance industry since 1990, Marty also has advanced estate planning knowledge. After attaining his BA Degree in Business Management at Buena Vista University, he has continued his education through a number of investment and insurance related courses. Marty truly believes that estate planning, as well as financial planning should be individualized and tailored for each client.
Jarrod S. Raimann
Jarrod is a Registered Representative offering securities through United Planners Financial Services, a member of FINRA/SIPC and an Investment Advisor Representative with Bradford Financial Center an independent registered investment advisor under the Investment Advisors Act of 1940. He has been active in the financial planning and insurance industry since 2012. Jarrod believes wealth protection and education are key components to successfully managing your financial future.
Fred Sweers
Fred Sweers is a Registered Representative with United Planners and Investment Advisor Representative with Bradford Financial Center. As a financial specialist, he has been working with individuals and businesses in the area since 1986. While experiencing several market cycles in his career, he has developed skills to help define and meet his clients' financial goals. His strategies involve his clients in the planning and execution of their investments by utilizing effective asset allocation and diversification within asset classes. As you work with Sweers, he will provide clear, understandable explanations of financial products and services. The personalized program that he provides is a roadmap working toward a more secure financial future.
While experiencing several market cycles in his career, he feels he has developed skills to help define and pursue his clients' financial goals. His strategies involve his clients in the planning and execution of their investments by utilizing effective asset allocation and diversification within asset classes. Note that asset allocation and diversification are investment strategies that can help manage risk within a portfolio, but they do not guarantee profits or protect against loss in declining markets. Sweers strives to provide clear, understandable explanations of financial products and services. The personalized program can be used as a roadmap working toward a more secure financial future.
