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[\/et_pb_code][et_pb_text admin_label=”HDR – Who We Are” _builder_version=”4.19.0″ header_text_align=”center” header_font_size=”44px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Who We Are<\/strong><\/h1>\n

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Thomas Brady & Associates <\/strong>is a national independent insurance firm that has been in business for almost 55 years. The firm specializes in estate planning, business planning and insurance review and placement for successful individuals, families and businesses. Our diverse team of financial professionals, with backgrounds in insurance, estate planning, non\u00ad-qualified executive benefit planning and tax and business law, provides custom strategies and solutions through superior personal service, integrity and expertise. We do not manage assets, draft legal documents or do any tax or audit work, but we collaborate with our client’s chosen professionals in these areas to strive for the best possible result for our clients.<\/p>\n

Thomas Brady & Associates<\/strong> was built on the principle of growth through relationships. We have no minimum requirement to work with us and will proudly serve each of our clients with the same level of professionalism and attention. As an independent organization we are not tied to any one insurance company. We use our relationships with many different insurance companies to achieve the best possible underwriting offers, plan design and price.<\/p>\n

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[\/et_pb_code][et_pb_text admin_label=”HDR – Meet the Team” _builder_version=”4.19.0″ header_text_align=”center” header_font_size=”44px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Meet the Team<\/strong><\/h1>\n

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[\/et_pb_code][et_pb_text admin_label=”HDR – Front Office Team” _builder_version=”4.16″ text_font_size=”20″ background_color=”#101D30″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” background_layout=”dark” max_width=”600px” module_alignment=”center” custom_margin=”0px|||” custom_padding=”20px|20px|20px|20px” border_radii=”on|8px|8px|8px|8px” border_width_all=”3px” border_color_all=”#dad7c5″ border_style_all=”solid” use_border_color=”on” border_color=”#969696″ border_width=”3px” border_style=”solid” global_colors_info=”{}”]<\/p>\n

FRONT OFFICE TEAM<\/p>\n

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THOMAS BRADY*
<\/strong>Founder<\/p>\n

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MATTHEW M. MCKENZIE,
CLU, ChFC**
<\/strong>CEO & Principal<\/p>\n

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THOMAS BRADY*
<\/strong>Founder<\/p>\n

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MATTHEW M. MCKENZIE,
CLU, ChFC**
<\/strong>CEO & Principal<\/p>\n

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J. KOURY HAJJAR
<\/strong>Director,
Private Client Services<\/p>\n

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MICHAEL C. SLATTERY<\/strong>
Vice President, Operations and Insurance Design<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-michael-slattery\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2024\/03\/THBR_images_circular_BIO_Lyzen_Shauna_2024-0312_3.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: SHAUNA LYZEN” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2564″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

SHAUNA LYZEN<\/strong>
Insurance,
New Business Specialist<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-shauna-lyzen\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.20.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_DUFFY_MEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: MEL DUFFY” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1387″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MEL DUFFY<\/strong>
Executive Assistant<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-mel-duffy\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ disabled_on=”off|off|off” admin_label=”CORE TEAM IN-HOUSE (4)” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_HAJJAR_J_KOURY.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: J. KOURY HAJJAR” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1331″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

J. KOURY HAJJAR
<\/strong>Director,
Private Client Services<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-j-koury-hajjar\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2024\/03\/THBR_images_circular_BIO_Lyzen_Shauna_2024-0312_3.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: SHAUNA LYZEN” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2564″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

SHAUNA LYZEN<\/strong>
Insurance,
New Business Specialist<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-shauna-lyzen\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.20.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2023\/01\/Images_BIO_ROSSI_MARK.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: MARK ROSSI” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2419″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MARK ROSSI<\/strong>
President & Operations Manager \u2013 KML Computer Services<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-mark-rossi\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.27.4″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” hover_enabled=”0″ global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″ sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ disabled_on=”on|on|on” admin_label=”CORE TEAM IN-HOUSE (3)” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_HAJJAR_J_KOURY.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: J. KOURY HAJJAR” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1331″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

J. KOURY HAJJAR
<\/strong>Director,
Private Client Services<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-j-koury-hajjar\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_SLATTERY_MICHAEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ disabled_on=”on|off|off” admin_label=”PEOPLE: MICHAEL C. SLATTERY” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1361″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MICHAEL C. SLATTERY<\/strong>
Vice President, Operations and Insurance Design<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-michael-slattery\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2024\/03\/THBR_images_circular_BIO_Lyzen_Shauna_2024-0312_3.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: SHAUNA LYZEN” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2564″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

SHAUNA LYZEN<\/strong>
Insurance,
New Business Specialist<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-shauna-lyzen\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.20.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.20.0″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_DUFFY_MEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: MEL DUFFY” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1387″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MEL DUFFY<\/strong>
Executive Assistant<\/p>\n

[\/et_pb_testimonial][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_SLATTERY_MICHAEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ disabled_on=”on|off|off” admin_label=”PEOPLE: MICHAEL C. SLATTERY” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1361″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MICHAEL C. SLATTERY<\/strong>
Vice President, Operations and Insurance Design<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-michael-slattery\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_DUFFY_MEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: MEL DUFFY” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1387″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MEL DUFFY<\/strong>
Executive Assistant<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-mel-duffy\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.20.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ disabled_on=”on|on|on” admin_label=”CORE TEAM IN-HOUSE (2)” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2024\/03\/THBR_images_circular_BIO_Houk_Kendra_2024-0312.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: KENDRA HOUK” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2572″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

KENDRA HOUK<\/strong>
Insurance,
New Business Specialist<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-kendra-houk\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.20.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_DUFFY_MEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: MEL DUFFY” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1387″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MEL DUFFY<\/strong>
Executive Assistant<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-mel-duffy\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ disabled_on=”on|on|on” admin_label=”CORE TEAM IN-HOUSE (3)” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_HAJJAR_J_KOURY.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: J. KOURY HAJJAR” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1331″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

J. KOURY HAJJAR
<\/strong>Director,
Private Client Services<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-j-koury-hajjar\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_SLATTERY_MICHAEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ disabled_on=”on|off|off” admin_label=”PEOPLE: MICHAEL C. SLATTERY” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1361″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MICHAEL C. SLATTERY<\/strong>
Vice President, Operations and Insurance Design<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-michael-slattery\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/12\/images_BIO_CLAFFEY_KATEY.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: KATELYN CLAFFEY” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”1889″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

KATELYN CLAFFEY<\/strong>
Senior Insurance Analyst –
New Business and Underwriting<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-katelyn-claffey\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.19.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”HDR – KEY PARTNERS” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”50px||||false|false” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”off” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_code admin_label=”ANCHOR” _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_code][et_pb_text admin_label=”HDR – Key Partners” _builder_version=”4.19.1″ text_font_size=”20″ background_color=”#101D30″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” background_layout=”dark” max_width=”600px” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”20px|20px|20px|20px|false|false” border_radii=”on|8px|8px|8px|8px” border_width_all=”3px” border_color_all=”#dad7c5″ border_style_all=”solid” use_border_color=”on” border_color=”#969696″ border_width=”3px” border_style=”solid” global_colors_info=”{}”]<\/p>\n

KEY PARTNERS<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ disabled_on=”on|on|on” admin_label=”KEY PARTNERS (2)” _builder_version=”4.16″ _module_preset=”default” collapsed=”off” global_colors_info=”{}” disabled=”on”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2023\/01\/Images_BIO_MILLER_MARTY.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ disabled_on=”on|on|on” admin_label=”PEOPLE: MARTY MILLER” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” disabled=”on” global_module=”2418″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MARTY MILLER<\/strong>
Partner \u2013 Strategy &
Resources, LLC<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-marty-miller\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-mark-rossi\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”HDR – OPERATIONAL SUPPORT” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”50px||||false|false” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_code admin_label=”ANCHOR” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_code][et_pb_text admin_label=”HDR – Operational Support” _builder_version=”4.16″ text_font_size=”20″ background_color=”#101D30″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” background_layout=”dark” max_width=”600px” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”20px|20px|20px|20px|false|false” border_radii=”on|8px|8px|8px|8px” border_width_all=”3px” border_color_all=”#dad7c5″ border_style_all=”solid” use_border_color=”on” border_color=”#969696″ border_width=”3px” border_style=”solid” global_colors_info=”{}”]<\/p>\n

OPERATIONAL SUPPORT<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|off” admin_label=”BODY – OPERATIONAL SUPPORT” _builder_version=”4.16″ custom_padding=”25px||0px||false|false” animation_style=”slide” animation_direction=”bottom” custom_width_px=”800px” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”BODY – Valmark Language” _builder_version=”4.19.0″ _module_preset=”default” max_width=”80%” module_alignment=”center” global_colors_info=”{}”]<\/p>\n

Thomas Brady & Associates is a Member Firm of Valmark Financial Group<\/strong>, a 50+ year old, invitation-only group of independent wealth and insurance advisory firms. Valmark<\/a> employs over 100 professionals who provide a concierge level of support to each Member Firm. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures. Valmark\u2019s staff are career professionals involved in investment analysis, portfolio management, life insurance and other protection products, medical underwriting, product due diligence and regulatory compliance. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force.<\/p>\n

ValMark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com<\/a><\/p>\n

[\/et_pb_text][et_pb_text disabled_on=”on|on|on” admin_label=”BODY – Valmark Language (PREVIOUS)” _builder_version=”4.16″ _module_preset=”default” max_width=”80%” module_alignment=”center” disabled=”on” global_colors_info=”{}”]<\/p>\n

Thomas Brady & Associates is a Member Firm of Valmark Financial Group<\/strong>, a 50+ year old, invitation-only group of independent wealth and insurance advisory firms. Valmark<\/a> employs over 100 professionals who provide a concierge level of support to each Member Firm. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures. Valmark\u2019s staff are career professionals involved in investment analysis, portfolio management, life insurance and other protection products, medical underwriting, product due diligence and regulatory compliance.<\/p>\n

As a collective group, Valmark Member Firms have over $50 billion of life insurance in force. This combined buying power gives us access to some of the nation\u2019s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.<\/p>\n

ValMark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com<\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ admin_label=”OPERATIONAL SUPPORT TEAM” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/10\/images_BIO_ERIC-JOHNSON.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – ERIC JOHNSON” _builder_version=”4.11.2″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”634″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

ERIC JOHNSON
<\/strong>Vice President of Underwriting<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-eric-johnson\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/10\/images_circular_BIO_LAURENBALLANTINE.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – LAUREN BALLANTINE” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”595″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

LAUREN BALLANTINE, FALU
<\/strong>Vice President of Underwriting<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-lauren-ballantine\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial url_new_window=”on” portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2025\/05\/Images_BIO_SPEAS_ERIN.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE: ERIN SPEAS” _builder_version=”4.20.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” border_color_all=”#ffffff” border_radii_portrait=”100″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”2647″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

ERIN SPEAS<\/strong>
New Business Specialist<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-erin-speas\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.20.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ admin_label=”OPERATIONAL SUPPORT TEAM” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/11\/images_circular_BIO_DAWSON_JAMES.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – JAMES DAWSON” _builder_version=”4.19.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”616″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

JAMES DAWSON, CFP\u00ae, CLU\u00ae
<\/strong>Director of Life Settlements<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-james-dawson\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.19.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/10\/images_BIO_KEITH-MILLER.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – KEITH MILLER” _builder_version=”4.19.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”588″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

KEITH MILLER, MBA, CLU\u00ae, ChFC\u00ae
<\/strong>Vice President of Insurance Planning<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-keith-miller\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/12\/images_circular_BIO_PHIL-JACKSON_2.png” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – PHIL JACKSON” _builder_version=”4.13.1″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”605″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

PHIL JACKSON, MBA, CLU\u00ae, CFP\u00ae
<\/strong>Managing Director of Insurance Marketing<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-phil-jackson\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ admin_label=”OPERATIONAL SUPPORT TEAM” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/11\/images_circular_BIO_EHINGER_LUKE.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – LUKE EHINGER” _builder_version=”4.19.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”1957″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

LUKE EHINGER, ChFC\u00ae, CLTC\u00ae
<\/strong>Director of Insurance Marketing<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-luke-ehinger\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.19.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/11\/images_circular_BIO_BOTTARO_CHRIS.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – CHRIS BOTTARO” _builder_version=”4.19.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”1958″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

CHRIS BOTTARO
<\/strong>Senior Vice President of Insurance<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-chris-bottaro\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.19.0″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial portrait_url=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2022\/11\/images_circular_BIO_MICHLITSCH_MICHAEL.jpg” quote_icon=”off” portrait_width=”150″ portrait_height=”150″ admin_label=”PEOPLE – MICHAEL MICHLITSCH” _builder_version=”4.19.0″ background_color=”rgba(245,245,245,0)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”||0px|” custom_padding=”||0px|” use_border_color=”off” global_module=”1959″ saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

MICHAEL MICHLITSCH, MBA, CRPC\u00ae
<\/strong>Vice President of In Force Insurance Solutions<\/p>\n

[\/et_pb_testimonial][et_pb_button button_url=”https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-michael-michlitsch\/” button_text=”View Bio” button_alignment=”center” admin_label=”BUTTON – View Bio” _builder_version=”4.19.1″ _module_preset=”default” custom_button=”on” button_text_color=”#4C4C4C” button_bg_color=”#dad7c5″ button_border_width=”0px” button_border_radius=”8px” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(48,48,48,0.88)” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#dad7c5″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”FOOTNOTES” _builder_version=”4.19.1″ _module_preset=”default” text_font=”|||on|||||” text_font_size=”11px” text_line_height=”1.3em” global_colors_info=”{}”]<\/p>\n

*Registered to offer securities through The Leaders Group.
**Registered to offer securities through Valmark Securities.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”FOOTER” _builder_version=”4.11.2″ background_color=”RGBA(0,0,0,0)” background_image=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg” parallax=”on” parallax_method=”off” top_divider_style=”curve” top_divider_color=”#ffffff” top_divider_height=”50px” top_divider_flip=”vertical” global_module=”335″ saved_tabs=”all” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”4″ admin_label=”FOOTER – LOGO” _builder_version=”4.16″ width=”100%” custom_padding=”50px||0px||false|false” width_unit=”off” custom_width_percent=”100%” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/TBA-Logo-V_REV.png” title_text=”TB&A-Logo-V_REV” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”LOGO – WHITE” _builder_version=”4.16″ max_width=”450px” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ admin_label=”FOOTER – COLUMNS” _builder_version=”4.16″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” admin_label=”BOSTON – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

Boston, MA<\/strong>
180 Canal Street
Suite 601
Boston, MA 02114
Phone: (617) 266-0019
Fax: (617) 266-0087<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” admin_label=”SAN FRANCISCO – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

San Francisco, CA <\/strong>
120 N. El Camino Real
San Mateo, CA 94401
Phone: (650) 347-0276
Fax: (617) 266-0087<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”NEW YORK – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

New York, NY<\/strong>
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: (617) 266-0019<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”GRAND RAPIDS – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

Grand Rapids, MI<\/strong>
171 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503
Phone: (616) 719- 5007<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”AKRON – FOOTER CONTACT INFO” _builder_version=”4.20.0″ text_font_size=”14px” link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

Akron, OH<\/strong>
130 Springside Drive
Suite 103
Akron, OH 44333
Phone: (617) 266-0019<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”FOOTER – DISCLOSURE” _builder_version=”4.18.0″ background_color=”RGBA(0,0,0,0)” background_image=”https:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg” parallax=”on” parallax_method=”off” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_module=”340″ saved_tabs=”all” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”DISCLOSURE” _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text – FOOTER DISCLOSURE” _builder_version=”4.20.0″ text_font=”|300||on|||||” text_text_color=”#f4f4f4″ text_font_size=”11px” text_line_height=”1.6em” link_text_color=”#ffffff” text_orientation=”justified” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

Securities Offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201\u00a0Thomas Brady & Associates<\/strong> is a Separate Entity From Valmark Securities, Inc.\u00a0Neither Thomas Brady & Associates<\/strong> nor Valmark Securities, Inc. provides legal or tax advice. <\/p>\n

To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.<\/p>\n

Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.<\/p>\n

View Valmark’s Customer Relationship Summary<\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Who We AreThomas Brady & Associates is a national independent insurance firm that has been in business for almost 55 years. The firm specializes in estate planning, business planning and insurance review and placement for successful individuals, families and businesses. Our diverse team of financial professionals, with backgrounds in insurance, estate planning, non\u00ad-qualified executive benefit planning and tax and business law, provides custom strategies and solutions through superior personal service, integrity and expertise. We do not manage assets, draft legal documents or do any tax or audit work, but we collaborate with our client’s chosen professionals in these areas to strive for the best possible result for our clients. Thomas Brady & Associates was built on the principle of growth through relationships. We have no minimum requirement to work with us and will proudly serve each of our clients with the same level of professionalism and attention. As an independent organization we are not tied to any one insurance company. We use our relationships with many different insurance companies to achieve the best possible underwriting offers, plan design and price.Meet the TeamFRONT OFFICE TEAMTHOMAS BRADY*FounderMATTHEW M. MCKENZIE,CLU, ChFC**CEO & PrincipalTHOMAS BRADY*FounderMATTHEW M. MCKENZIE,CLU, ChFC**CEO & PrincipalJ. KOURY HAJJARDirector,Private Client Services […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"\r\n

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Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote>\r\n\r\n\r\n\r\n

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The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>\r\n\r\n\r\n\r\n

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