Conrad’s professional career has primarily been devoted to financial education. He considers listening skills a prerequisite in personal and business planning. He helps translate his clients’ dreams and desires into financial plans; Plans to educate, plans to retire, plans to deal with financial risk and income risk. Plans to pass on a business. These plans are based on innovative strategies which are taught, discussed, challenged, agreed upon, implemented, and then periodically reviewed, for ongoing effectiveness.
Conrad has earned the designation of Chartered Financial Consultant (ChFC). His industry achievements include recognition as a Certified Long-Term Care Specialist (CLTC). He has earned the designation of Chartered Life Underwriter (CLU) and also achieved membership in the Million Dollar Round Table.
Conrad has been active in the Brevard County Association of Financial Planners, and has served as that Association’s President. He has served on the Church Council of Grace Lutheran Church in Melbourne Beach. He also served as a member of the Session of the Eastminster Presbyterian Church, in Indialantic. He has been an associate of the Brevard County Chamber of Commerce. He’s also been a member of the Brevard County Estate Planning Council. Current responsibilities include leadership in the Compass Pointe Homeowner’s Association, in West Melbourne.
Conrad and his wife, Jane both hail from Manlius, New York. Jane was educated as an RN at the University of Rochester. Conrad earned his BA degree from Alfred University. After college, Conrad served in The US Marine Corps. Conrad sought additional education at the University of Alaska, and the University of Wurzburg in Germany. The couple wed and moved to Brevard County in 1980. Here, they raised three sons. Conrad was early involved with his boys, both as a coach and a referee in youth soccer and basketball. He also worked as a leader in the local Boy Scout movement. The family was drawn to the area by the beach and the ocean. They’ve all enjoyed water sports, including boating, surfing, swimming, and fishing.