Leadership

Brad is an accomplished insurance professional with over 20 years of experience in the industry. He started his own Brokerage General Agency in 2008, specializing in life insurance, disability insurance, and long-term care insurance.

Brad has a proven track record of training and working with financial advisors, from basic planning needs to large-scale corporate market case design. His consultative approach helps financial professionals provide innovative life and disability insurance case design, superior service, and educational resources for their affluent clients.

With his tenured experience, Brad has become an expert in handling impaired risk insurance cases and helping underwrite individuals with health impairments. He has extensive knowledge of addressing issues involving executive benefit and retention plans, key person protection, and business succession. Prior to his work in insurance, Brad had a background in tax and accounting.

In addition to his professional and community accomplishments, 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