Brad is a financial advisor specializing in the areas of qualified retirement plan design and implementation, retirement income planning and annuity planning which reduces the risk of market downturns while providing guaranteed lifetime income. He currently is an independent insurance and financial professional who provides solutions, support and services to consumers throughout the mid-Atlantic region.
Brad has more than 40 years of experience in the financial services industry. He is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He was the President of the Washington D.C. Chapter of the National Association of Insurance and Financial Advisors, one of the largest chapters in the nation.
Brad received his certification from the American College as a “Chartered Financial Consultant” as well as a “Chartered Life Underwriter.”
In addition to working with his clients in the areas of estate and retirement planning, Brad also provides continuing education courses in these same subjects for CPA’s, financial planners and insurance professionals.
