BRADFORD FINANCIAL GROUP - Key Persons
Dan has been in the financial services industry since 2007 and has been with Bradford Financial Group since 2012. Dan's professional designations include Life and Health, as well as securities registrations-series 6, 7 and 66. Dan spent 35 years in Manufacturing Management prior to entering the financial services field in 2007.
Job Titles:
- Founder
- Investment Adviser
- President
Jason is the President and Founder of Bradford Financial Group, LLC. He has been in the financial service industry for 19 years. In addition, he has been a CPA for 23 years. He founded the firm based on the principal that clients needed an independent and unbiased approach to investment management. He focuses on investment management and retirement income planning for retirees and pre-retirees. For most of his clients, focusing on controlling risks (market as well as tax risk) is just as important as market returns.
Stacy has been in the healthcare industry since 1987. In 2018, she began focusing on life and health insurance and began with Bradford Financial Group. Stacy's professional designations include life and health insurance and licensed practical nurse.