Brad has performed as a financial professional to business owners, key executives and select individuals for over 26 years. For business owners, he designs and maintains not only basic and customized employee benefit programs but also crafts tailored programs to help employers recruit, retain and reward select employees. Clients value his experience in finding suitable and competitive insurance coverages, in accumulating retirement and estate assets, and in tax-favorable distribution and gifting strategies. He has particular skill finding insurance protection for select needs based on lifestyle, avocation, health status or business needs.
Brad has an MBA/MS degree from Brigham Young University, but is always learning.