BRADFORD - Key Persons
Brian Isom, CPA, specializes in tax planning and preparation, retirement and estate planning, insurance analysis, strategic business planning and IRS representation.
He is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. Brian serves on the Board of Directors & Executive Committee for Burlington/West Burlington area United Way, a Member of Lions International (Mediapolis Chapter), member of Burlington Kiwanis Club and Boy Scouts of America.
He is a director and treasurer for Burlington/West Burlington Chamber of Commerce. Brian has a BA in Accounting from the University of Northern Iowa.
Job Titles:
- Member of the Insurance Team
Job Titles:
- Member of the Insurance Team
Job Titles:
- Member of the Insurance Team
Marty W. Schimp, a native of Belmond, Iowa serves as an independent advisor for Bradford. He is a graduate of Buena Vista University where he earned his BA degree in business management.
Marty's investment beliefs center around a long-term, value-oriented objective. When he works with investors, he sets a five-year time frame for each portfolio. His goal is to ensure each investor understands and feels comfortable with every investment in his or her portfolio. He works primarily with investment planning (retirement and wealth building) and estate planning - transferring the family wealth to your heirs by minimizing or eliminating taxes and expenses.
Marty is a Chartered Retirement Plans Specialist®, Financial Advisor with Bradford Financial Center and a Registered Representative with United Planners Financial Services.
Job Titles:
- Member of the Insurance Team
Sue Miller joined Bradford Tax and Accounting in 2018. She serves as an accountant/tax specialist in our Garner office location. Handling tax return preparation and Securities Department administration, Sue enjoys working with Bradford clients, answering their questions, and is always pursuing self-education to constantly improve her knowledge. She earned her Bachelor's degree in Business Management with an emphasis on Human Resources Management from Ashford University.
A native of Britt, Iowa, Sue likes to escape to the family cabin on the lake. She loves boating, fishing, and watersports and stays very active with her grandchildren's school and sports activities.