Meet the Team

Brad Bryant | Founder, Principal Advisor

With over 33 years of experience in the Life, Health, Annuities and Medicare insurance industry, Brad brings a deep well of knowledge and insight to every client interaction. Known for his integrity, dedication, and client-first approach, he has built a career helping individuals and families navigate some of life’s most important financial decisions. 

Shea Bryant | Head of  Operations

Shea's background in corporate Project Management is a welcome addition to the team. With her attention to detail and a customer first attitude, Shea is responsible for keeping our business running smoothly while ensuring that our customers have the very best customer service experience.