Steve Kim received his bachelor’s degree from Drexel University and his MBA from the University of Iowa. As a Certified Financial Planner™ with a gift for connecting with people, Steve’s greatest reward is guiding clients through some of the most important decisions in their lives. With knowledge, integrity, and decades of experience, he specializes in helping individuals and small businesses pursue their financial goals.
Recognizing that each client has unique needs, Steve dedicates himself to understanding and appreciating each client’s situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
Steve began his career in finance in the institutional banking and asset management sector, gaining experience in financial hubs around the world, including Hong Kong, Singapore, Tokyo, Des Moines, New York, Philadelphia, and Arlington, VA. In 2011, Steve opened Monadnock Financial in Peterborough, NH, quickly establishing himself as a trusted, innovative leader and advisor. Ten years later, Steve acquired Brady Associates Asset Management to expand his services. With the subsequent growth, he decided to add advisory services under the name Orbis Wealth Management to better reflect the services offered today and the future direction of the company.
Steve resides in Peterborough, NH, with his wife Jinsook and son Harrison. He is active in the community, serving and served on the board multiple non-profits.
Contact Steve at skim@gradientsecurities.com
David Brady has served the Greenfield, MA, area for more than 28 years, providing legacy planning, insurance, and asset preservation. Before founding Brady Associates, he held positions with John Hancock and Massachusetts Mutual. Brady received his undergraduate degree from the University of Massachusetts and an MBA from Columbia Pacific, and Advanced designations from the American College in Bryn Mawr, PA. David resides in Bernardston with his wife, Pat, and 2 dogs. His son, Conor, and daughter, Shannon, grew up in Greenfield and both reside in the western United States. David enjoys reading, travel, skiing, and the outdoors.
Contact David at DBrady@GradientSecurities.com
Mindy has spent the last 30 years working in hospitality-related industries. Client satisfaction is her passion, so it was only natural when she made the leap and joined the team at Brady Associates.
Mindy took a break from working to raise her family, and in 2019 with her children in high school, she decided to finish her degree. In the fall of 2021, she received her B.S. in Psychology. The degree and her client services background make her adept at being in a front-facing position in the company. Psychology plays a huge role not only in client experience but also in the emotional way in which people think of and deal with their money.
Mindy has a highly positive attitude, is skilled at tackling projects, has a solutions mindset, and is a lifelong learner. During Covid, Mindy completed her degree, helped home-school five children, and started her own business.
In her spare time, when she’s not with her husband and children, you can find her at the gym taking spin classes, doing yoga, walking, and cooking. She loves a long day at the beach and spending time with her friends.
