BRAD BANOWETZ

Financial Planner

Brad Banowetz joined the Triune team as a Financial Planner in 2023. Prior to joining Triune, he worked at nationally known financial planning firm. “It was a good place to start and get trained, but I quickly learned that comprehensive planning is where I wanted to land.”

Brad enjoys working with clients who are curious, motivated, and humble. “My approach to financial planning has a strong educational aspect to it, and I enjoy it when others are receptive to learning.”

He is especially interested in collaborating with people who have concentrated positions in their company stock. As a former Tesla employee, Brad understands the unique challenges facing those compensated with stock. “Many individuals don’t have the time or desire to learn all the details about how to navigate this situation, so I’d like to be there to help them navigate that.”

In his spare time, you’ll likely find Brad engaging in photography, mountain biking, hiking, or traveling–he’s been to 24 countries. Brad went to University of Central Missouri to run track, where he studied finance and economics.