Bradford C. Newsome, CFP® is a Financial Planner at Michigan Financial Companies, a financial services firm specializing in financial & retirement planning strategies, wealth accumulation, estate planning strategies, business planning and executive benefits for both publicly and privately held companies. As a Financial Planner, Brad’s expertise lies in developing and monitoring detailed, comprehensive financial plans that align with his clients’ long-term goals and financial objectives. He works closely with families, business owners, executive teams and their advisors to understand their needs, ensuring that the financial strategies are appropriate and customized for each individual situation.
Education
- Wayne State University
- B.S. Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER®
- Life, Accident and Health Insurance
- Variable Annuity
- Series 7
- Series 66
Memberships & Affiliations
Central Macomb Optimist Club
Personal Data
Brad resides in Clinton Township, MI with his wife, Nina. They have two sons, Tim & Nick, and an Airedale Terrier named Max. In his free time, Brad enjoys playing and coaching both basketball and bowling. Brad is an avid Detroit sports fan. You can catch him at a U of M basketball game as he is a season ticket holder.
I am passionate about working with my clients to assist them in achieving their financial goals. I take my fiduciary responsibilities very seriously. I enjoy listening to and learning about clients’ needs, lifestyles and their past experiences. I believe in working with my clients to develop an objective financial plan that best suits them as well as respects their investment opinions.
My Team
Robert Coleman
Marketing Manager
Bob Coleman serves as Marketing Manager and has been with the company for over 10 years. In his role, he provides Brad with personalized one-on-one marketing coaching, using a collaborative and conversational approach to help bring Brad’s vision and goals to life. Bob also oversees the marketing team, managing project coordination, team workload, and the execution of key initiatives, including website design and ongoing maintenance.
Joseph Petrovich
Director of New Business
Joe Petrovich is the Director of New Business for Brad. His role is to manage and submit new business and applications. Joe works closely with advisors to make sure that their clients are taken care of and accounts are opened quickly and accurately.
Madison Archibald
Marketing coordinator
Madison Archibald serves as a Marketing Coordinator for Brad. She plays an integral role in executing social media strategies, managing email campaigns, and creating and editing video content to strengthen the firm’s brand presence. Madison collaborates closely with Brad to ensure every initiative aligns with his broader marketing objectives and delivers a consistent, professional message across all platforms.
Jessica Fish
Admin. Assitant & Marketing coordinator
Jessica Fish serves as Administrative Assistant and Marketing Coordinator, where she supports Brad with both office operations and marketing initiatives. She manages administrative tasks to help ensure the office runs efficiently. She also creates marketing materials, including one-pagers and advertisements, helping Brad communicate his message in a clear, professional, and consistent way.