Basic Information
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Company
High Point Financial Group -
Phone
970-344-4700 -
Mobile phone
970-250-0622 -
Email
brad@highpointgrp.com -
What is your "why"? Why do you do what you do?
I am passionate about helping families and business owners fulfill their financial goals and living out their dreams! -
About me
I have more than 15 years of experience in the financial services industry. I specialize in guiding successful individuals and private business owners to make smart, strategic decisions in the areas of investment planning, lifestyle protection, estate and legacy planning, business continuity and exit planning, as well as charitable giving.
I began my journey in the financial services industry with New York Life in 2003 in the Grand Junction office. I am a Life Member of the Million Dollar Round Table (MDRT), a member of New York Life’s President Council and an Investment Advisor Representative (IAR) with Eagle Strategies LLC.
Growing up in Denver and Vail, I have been in Colorado since elementary school. I was recruited to play football at Colorado Mesa University (CMU), where I spent two years before transferring to Colorado State University and graduating with a Bachelor of Science Degree.
I am actively involved in the Grand Junction Community; I have served most recently on the Board of Directors, Executive Committee and Foundation Board for HopeWest Hospice. I am a Past-President of the Grand Junction Horizon-Sunrise Rotary Club and the current Vice President of the Colorado Estate Planning Council in Grand Junction.
My wife, Keira and I are the proud parents of two active boys – Ford and Blake. Together we enjoy skiing, biking, hiking and all that the Colorado outdoors have to offer.
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Profession
Financial Planning/Advisor, Wealth Management, Insurance -
Title
Financial Advisor -
Hobbies and interest
Anything outside... Biking, skiing, trail running and hiking. -
Website
http://www.highpointgrp.com
Contact Information
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City / Town
Grand Junction -
State
CO -
Zip
81501 -
Country
United States
Education
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College / University
Colorado State University -
Graduation Year
2000