Articles & News

July 28, 2017

The Path Less Taken

Steve Teper had always dreamed of owning the company he worked for, but never had a plan of how that would become a reality. Then, at a charity event in the summer of 2013, we ran into each other, and since we were former softball teammates, we naturally struck up a conversation. Teper, CFO of…

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Introduction

Brad Feldman joined Schechter as a Wealth Advisor in 2007. He came to the firm after working as a real estate and corporate litigator at Jackier Gould, PC in Bloomfield Hills, Michigan, and as Vice President of TRG Capital Group, LLC in Farmington Hills, Michigan, where he began his career as a financial advisor.

Brad works with high net worth families in the areas of financial and investment planning, wealth transfer, estate planning, and charitable giving strategies. He also works with closely held companies on their business succession planning, as well as help implement both traditional and alternative non-qualified deferred compensation programs. He has been a frequent author and lecturer on a variety of industry-related topics.

Brad holds a JD from the University of Detroit-Mercy School of Law, a CLU from The American College, a BA from the University of Michigan, and is licensed as an Investment Advisor Representative and General Securities Representative. He has played an active role in the community, currently serving as a board member for Kids Kicking Cancer and Jewish Senior Life of Metropolitan Detroit. He has previously served on boards and committees for a variety of non-profit organizations, including Junior Achievement of Southeast Michigan, Hillel Day School of Metropolitan Detroit, The Community House, and ORT America.

Brad resides in Bloomfield Hills, Michigan with his wife, Melissa, and their children, Emily, Allison, Robert, Max, and Talia. He enjoys playing golf, exercising, and caring for his Bulldogs, Maggie May and Truman Montgomery.

Brad Feldman Featured Videos

Uncommon Solutions Podcast – Selling Unwanted Life Insurance: A Tale as Old as 1911?

Life Settlements: Sell Unwanted Life Insurance