Our Team

Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners Financial Services of America, and is the president of Bradford. He earned his master’s degree from South Dakota State University, his bachelor's degree from Sioux Falls College, and a Certificate of Completion in Advanced Financial Planning from Purdue University. Author of, "Should I Incorporate?” Jim has served the financial planning industry and worked with corporations and individuals across the U.S. since 1970.

PORTFOLIO RISK ANALYSIS

Shallon is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners Financial Services, and is a financial advisor with Bradford Financial Center. She received her Bachelor of Science Degree in Business/Finance from the University of Phoenix. She has been in the financial planning and insurance industry since 2001. She specializes in helping individuals, families, and businesses reach their financial and estate planning goals.

Marty is a Chartered Retirement Plans Specialist®, Financial Advisor with Bradford Financial Center and a Registered Representative with United Planners Financial Services. Serving the financial planning and life insurance industry since 1990, Marty also has advanced estate planning knowledge. After attaining his BA Degree in Business Management at Buena Vista University, he has continued his education through a number of investment and insurance related courses. Marty truly believes that estate planning, as well as financial planning should be individualized and tailored for each client.

PORTFOLIO RISK ANALYSIS