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 State University, his bachelor’s degree …

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 industry since 2001. She specializes …

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 ensure each investor understands and feels …