I value a partnership with you. Your goals and aspirations become ours. Working together we will move from anything's possible to everything's probable.
Partnership and Collaboration
Brad founded Portico Group to deliver a level of service and accountability that reflects a personalized approach to meeting client goals.
As a trusted advisor, Brad is an excellent listener and works diligently toward a solution based on a clear understanding of risks and opportunities.
He has a specific expertise in serving affluent individuals and families, family-owned companies, financial institutions, and nonprofits, and he has worked in other areas of insurance as well. In serving clients, he often partners with attorneys, financial planners, estate planners, CPAs and other professionals to build solutions that integrate into an operations plan or financial plan. He has built completely customized solutions for difficult risks.
- 20+ years experience
- Education: North Park University
- CIC – Certified Insurance Counselor
- CRM – Certified Risk Manager