Working in the insurance business since 2001, Brad has a track record of training and working with Financial Advisors from the most basic planning needs to large case design planning in the Corporate Market with Business Owners.

His consultative approach assists financial professionals in providing innovative life and disability insurance case design, superior service, and resources for educating their affluent clients about estate and business planning strategies using insurance.

Brad has experiential knowledge handling issues involving Executive Benefit and Retention Plans, Key Person Protection, Business Succession concerns, and Long-Term Care Planning.

Prior to his start in the insurance business, Brad had a background in Tax and Accounting. 

Professionally, Brad has served in Board Leadership Positions within Insurance and Financial Service Associations.

Personally, Brad is an avid skier, Private Pilot, and enjoys traveling and spending time outdoors.

Brad resides in Central Massachusetts with his wife and two children