At Top Indexed Annuities, we focus on indexed products.
We have the knowledge and carrier relationships to find the best options for you and your clients.
The founders have combined for well over 70 years of experience in the industry.
When sifting through the maze of unfamiliar products, allow for that experience to work on your behalf.
Award winning sales professional with 20+ years of experience. Kerry's strong strategic insight to the business and process lead her to be a leading wholesaler for over eight years while at First Trust.
Brad has in-depth knowledge of the wealth planning process and over 24+ years experience in the financial services industry. From fostering long term relationships to collaborating with product managers on the development of new products, he offers many years of experience that has helped leading financial institutions grow their bottom line. Over his career he has worked closely with financial advisors and HNW clients to provide capital markets guidance, portfolio construction assistance, and wealth planning advice.