James W. Tausz

James W. Tausz
James W Tausz has served the financial planning industry and worked with corporations and individuals across the U.S. since 1970. He 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. Jim earned his master’s degree from South Dakota...

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Shallon J. Weis

Shallon J. Weis
Shallon J. Weis, CFP, AIF 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...

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Marty W. Schimp

Marty W. Schimp
Marty W. Schimp, a native of Belmond, Iowa serves as an independent advisor for Bradford. He is a graduate of Buena Vista University where he earned his BA degree in business management. Marty's investment beliefs center around a long-term, value-oriented objective. When he works with investors, he sets a five-year time frame for each portfolio. His goal is to...

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Cheri Comstock

Cheri Comstock
Cheri Comstock has provided insurance services for Bradford for nearly 10 years. As a licensed insurance agent, she focuses on finding her clients the products that suit their needs. Every client's needs are different and she has the ability to cater to them all. With over 25 years in management roles, Cheri is a whole-picture visionary. Rather than...

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