Regional VP, Estate Planning
Brad has 28 years of experience in the industry. He began his career as an advisor which ultimately led to marketing consultant, a Regional Tax and Estate Planning Consultant, and advanced case responsibilities. These experiences allowed him to establish an excellent reputation with various distribution models and advisors in the region.
His background and experience in sales and marketing allow him to move easily between complicated advanced and large case situations, as well as general issues relating to the overall marketing of risk products in our industry.