Brad has been in the insurance and financial services industry for 17 years. His background in the industry allows him to understand the needs of his customers. He has enjoyed gaining perspective in the industry by working on all sides of the business. Brad’s experience in the field as a Producer along with working at a national Brokerage General Agency and as a Sales VP for an Insurance Company has given him the knowledge to understand the industry from differing points of view. This broad knowledge allows him to partner with the agents and organizations he supports to work together and achieve the desired results.
Brad works with financial professionals and agents to identify and meet the desired results and objectives of business owners, professionals, and other clients through the sale of advanced planning and life insurance based solutions. This would include Estate Planning, Business Succession Planning and Premium Finance solutions. He is a registered representative of HTK.
Brad graduated with a bachelor’s degree in Finance from Texas State University in San Marcos, TX. He lives in Austin, TX with his wife Courtney and their two boys: Tyler and Carter. Brad enjoys going to their sporting events and spending time outdoors with his family.