Brad serves as the Internal Brokerage Coordinator at WestPoint, working closely with businesses and individuals throughout Central and Southern Indiana.
He is part of a collaborative team that provides analysis, design, and implementation of financial strategies, retirement plans, and employee benefits programs for businesses. Their work often includes educational workshops for employees, non-qualified key employee program design, and business succession planning.
For individuals, Brad offers a broad portfolio of insurance solutions, investment products, and personalized strategies designed to support wealth accumulation and efficient distribution, helping clients achieve their long-term financial goals.
