Reed is a Certified Financial Planner® (CFP®) and joined the Prime Financial team October of 2021. As a CFP®, Reed has made a pledge to act as a fiduciary, in which he will always act in the best interest of his clients. Reed’s financial planning approach focuses on identifying & prioritizing client goals while simplifying the roadmap to get there. Communication is the cornerstone of our business, so along with planning, he firmly believes in providing financial education, where clients feel informed about the many decisions surrounding retirement.
As a Wisconsin native, Reed graduated from the University of Wisconsin-Madison with a degree in Finance, Investments, & Banking. Preceding his time at Prime, Reed worked in corporate finance but inevitably turned toward financial planning to work directly with the families in our community.
Out of the office, you will likely find Reed somewhere outdoors. In the summer months, he is an avid hiker, camper, and fisherman, and in the winter, loves to snowboard. Reed is also a full-time Green Bay Packers fan, so don’t be shy about expressing your love for the Green and Gold!