Bradford J. Kadelski
Brad has expertise in Business Planning, Estate Planning, Tax Strategies, and Retirement Planning with conceptual specialties in Life Insurance in Qualified Plans, Split Dollar Planning (both Private and Corporate), and Premium Financing.
His consultative approach assists financial professionals in providing innovative life insurance products, superior service and resources for educating their affluent clients about estate and business planning strategies using insurance.
Brad has worked in the Insurance industry since 2001 including stints at New York Life and the Hartford Insurance Group. Prior to his start in the insurance business he worked as an accountant with Arthur Andersen, LLP.
Brad is an active member of the National Association of Insurance and Financial Advisors, and serves on its Executive Board. Brad is a graduate of Assumption College where he earned a B.A. in Accounting, and Northeastern University for a Masters in Taxation. He is married with two children and lives in Brookfield, Massachusetts