About Brad
Brad is the President and CEO of the Ozarks Retirement Group in Ozark, MO. He is a Retirement Income Certified Professional®, A Tax Planning Certified Professional®, a Certified Financial Fiduciary®, a Certified Annuity Specialist®, a Registered Social Security Analyst®, and an Income Related Monthly Adjustment Amount Certified Planner™. He has been recognized with Ed Slott and Company as a Master Elite IRA Advisor from 2010-present. He is a member of the Million Dollar Round Table, "The Premier Association of Financial Professionals," and has achieved "Top of the Table Lifetime Qualifier" status. He was the 2018 Safe Money Radio Advisor of the Year and was recognized as one of the Springfield Business Journal Trusted Advisors of the Year in 2022. He has been hosting the SAFE MONEY RADIO program and podcast for more than 16 years. It has aired more than 800 episodes all across the United States. Brad is licensed in more than 20 states and specializes in Retirement Income and Tax Planning solutions for those planning to retire.
Education
Licenses
Other Credentials
IBF Designations
At a Glance
Understanding Credentials