About Northern Financial Management

Steve Schade
Branch Manager and Investment Advisor Representative


After attending flight school, Steve pursued a degree in business at Northern Michigan University. He enjoyed a ten year career in sales before moving to Traverse City in 1996 with his wife Bev, and their four children.

Before becoming a partner at Northern Financial Management, Steve was employed for twelve years as senior financial advisor with JP Morgan Chase.

Steve likes spending time with his family, being outdoors, and especially quality time with his grandkids.

Dave Graf
Investment Advisor Representative


Dave earned his degree in economics from Denison University.  He’s also a National Outdoor Leadership School (NOLS) graduate.  After Denison he joined Playmakers in Okemos, MI, one of the premier running stores in the US.

In 2003 he decided to pursue his interest in investing and financial planning and joined Mass Mutual’s East Lansing office.  In 2009 Dave moved from East Lansing to Traverse City with his wife, Nicole, daughter, Natalie and son, Jake.  In 2017 Dave joined the Northern Financial team.

Dave enjoys playing outdoors; especially coaching soccer, running, boating, riding bikes, and watching his kids play soccer.

Peter Braden
Investment Advisor Representative


Peter graduated from the Michigan State Eli Broad School of Business in 2005 with a Bachelors of Business Administration in Finance and has been working in the securities industry since 2006. His focus is helping clients gain a better understanding of their financial situation so that they may make smart choices.

Starting his career in New York City at Metlife, Peter served as a resource to some of the tri-state areas most successful executives and business owners. Peter returned to his roots in Traverse City and joined the Morgan Stanley team where he continued to grow in his knowledge of finance.

Peter is currently part of the independent advisory channel at Northern Financial Management and takes great pride in his work and the professionalism of his associates.

His favorite past times include tennis, sailing, fishing, and philosophy.

Sean McLoughlin
Investment Advisor Representative


Sean graduated from Grand Valley State University and had a brief stint in professional golf. He has worked for Amundi Pioneer, Raymond James Insurance Group, Pacer ETFs and Advisors Preferred across numerous sales roles covering everything from fixed annuities to ETFs and mutual funds.

He joined Northern Financial in the spring of 2023 and is working toward becoming a Certified Financial Planner (CFP®). 

Outside the office, he is still an avid golfer or you can find him chasing his three children around the yard with his wife and their two golden retrievers.

Check the background of investment professionals on FINRA’s BrokerCheck.

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Northern Financial