Focus: Insurance Strategies, Investment Strategies
Brad began his career in financial services with John Hancock in Mclean, VA immediately following his graduation from James Madison University in 1994. While with John Hancock, Brad won numerous awards within the company as well as the community. Brad moved his practice with John Hancock to Atlanta, GA in 1998 as a sales manager and worked in the areas of estate and business planning.
Brad joined Piedmont Financial Group, a Massachusetts Mutual Life Insurance Company (MassMutual) General Agency, in January 2005 as the Director of Sales. In his 9 years with the agency he built a Sales Team consisting of over 25 advisors and won numerous awards at the agency, company, and industry levels. He spent 7 years as part of the Field Leadership Development Team and was promoted to General Agent of the Richmond, VA MassMutual office in 2014.
Brad holds his Series 7, 66, and 24 registrations and is an investment adviser representative of MML Investors Services, LLC. Brad is very active within the community including being a member of his local NAIFA chapter, GAMA, AALU, James Madison University Alumni Association, Pi Kappa Phi Alumni Association, and he has a passion for golf and lacrosse in his free time.
Insurance Representative of MassMutual. Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). OSJ Overlook I, 4880 Sadler Road, Suite 110, Glen Allen, VA 23060-6151 (804)346-1011. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.
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100 Eastshore Drive, Suite 300
Glen Allen, VA 23059