David W. Brady, MBA, CLU, ChFC
David Brady has served the Greenfield, MA, area for more than 28 years, providing legacy planning, insurance, and asset preservation. Before founding Brady Associates, he held positions with John Hancock and Massachusetts Mutual. Brady received his undergraduate degree from the University of Massachusetts and an MBA from Columbia Pacific, and Advanced designations from the American College in Bryn Mawr, PA. David resides in Bernardston with his wife, Pat, and 2 dogs. His son, Conor, and daughter, Shannon, grew up in Greenfield and both reside in the western United States. David enjoys reading, travel, skiing, and the outdoors.
Steve Kim, CFP®
From his start on the PHLX Currency Options Floor in Philadelphia, his career in finance has spanned the world’s leading financial centers, including New York City, Hong Kong, Singapore, and Tokyo. Steve has worked with some of the most successful private and public asset managers, mutual funds, hedge funds, and commercial banks. With over 25 years of global financial market experience, he helps clients successfully navigate the complexities of Wall Street.
Steve earned a B.S. in Business Administration from Drexel University and an MBA from the University of Iowa’s Henry B. Tippie College of Business. He lives in southern New Hampshire with his wife and teenage son, and is a member of the Peterborough Rotary Club and the Milford United Methodist Church. He enjoys travel, hiking, golf, and running.