For two decades I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience, I have dedicated my career to delivering the personalized services that my clients and their families deserve. Integrity, objective advice, attention to detail, and unwavering concern for the well being of my clients are the hallmarks of my client service model. I earned my undergraduate degree in Finance from Southern Illinois University at Edwardsville, and my Masters degree, an MBA with an accounting concentration from Indiana Wesleyan University. Please contact me by email at email@example.com or phone at (317) 684-4969. Please visit my website at www.wfadvisors.com/brad.polo for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals and introductions.