Brad Lauch

Wealth Advisor

Brad Lauch is a wealth advisor at Octavia Wealth Advisors. He specializes in helping each client design a customized plan to fit their specific situation. He believes in the effectiveness of creating and maintaining strong client relationships. Brad works collaboratively with the rest of the Octavia team to provide successful strategies for clients’ complete financial lives. He has a particular strength in estate planning.

Prior to joining Octavia’s team in 2020, Brad was a regional vice president at Midwest Financial Partners for 11 years. Before that he worked in management at several major corporations.

Brad earned a bachelor’s degree in psychology from the University of Colorado in Boulder.

On the personal side

Brad is married and has two children. He enjoys the outdoors and doing activities such as playing golf, skiing, and hiking as much as possible. Brad has a good sense of humor and tries to enjoy life as much as possible.