Brad is the Chief Operating Officer for GradePoint Insurance Group. He has 23 years of experience in financial services specializing in financial planning, and operational transformation.
Brad holds the Series 7, 66, 63, 24 licenses through LPL Financial and holds his life insurance license, too. He obtained the ChFC® (Chartered Financial Consultant) and the CASL®(Chartered Advisor for Senior Living) designations through The American College. In addition, Brad received a Green and Black Belt certificate for Lean Six Sigma.
Brad and his wife, Fleur, have two sons. In his spare time, he enjoys spending time with his family and enjoying the outdoors.