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President, Retirement Income Planner

After graduating from Elmhurst University as an Academic and Athletic All-American, Brad played professional baseball for the San Francisco Giants Organization followed by five years as a police officer in the Chicagoland suburbs.


Inspired by his personal experience building a strong financial foundation with his wife, Meaghan, Brad entered the financial services industry with a desire to help people reach their unique financial goals, as well as protect and provide for their loved ones. With more than 10 years of service behind him, Brad considers his clients family.

Brad, Meaghan, and their two children are actively involved in their church and community in Mills River. They are passionate about prioritizing their faith and preserving their family unit while enjoying sports, the outdoors, and fellowship with others.


Director of Client Services

With an extensive career in health care followed by years of experience as a Business Administrator, Sharon brings a unique and exceptional client services approach to our team. Her distinct perspective is invaluable to not only client services, but also to our team's estate and protection planning. Sharon is focused on bringing a high quality and personalized connection to the families we serve. With an extraordinary ability to always bring a smile to the faces of our clients, she provides for each client's needs while building relationships.


Sharon enjoys working with horses and spending time with her husband and seven children. She looks forward to one day having her own ranch and starting a kitten rescue organization. 

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