Pleased to Meet You
At Beacon Financial, lighting the way to your success is not just a slogan. It has been our philosophy for the last 14 years. By shining light on products, carriers, new sales opportunities and prospecting methods, our intent is not to force a path but to illuminate the path of your choosing. In the same way that you lead your clients to achieving their retirement goals, Beacon strives to lead you to achieving your professional goals by arming you with the right solutions and tools.
Meet Our Team Members
Jeff entered the financial services industry in 1988 as a fully licensed producer. In 1994 he joined an annuity wholesaler. He has done consulting work and been quoted in the industry press.
Joseph S. Bradley
ChFC, CLU, LUTCF
Business Development Consultant
Joseph has over 25 years worth of experience in the Insurance Industry, selling Life Insurance, Annuities, and Medicare. He also happens to be securities licensed. Joseph is excited to be able to assist Producers in better understanding and utilizing what Beacon Financial has to offer them in their pursuit of providing first rate care for their clients.
Joseph and his wife Vicki have 4 children, and are expecting their first grandchild this May.
Contracting and Licensing
In January of 2012 Sarah began her career in the insurance industry with Beacon Financial as the head of our Licensing/Contracting department. She offers exceptional service to our valued producers ensuring the process runs as efficiently and smoothly as possible. She is truly an asset to our organization.
Sarah currently resides in Meridian, Idaho, with her husband and three children. She loves spending time with her family, watching pro football, and baking.
CLU, ChFC, FLMI
Stan has over 45 years in the insurance and investments industry. He most recently received the Lifetime Achievement Award from the State of Utah for his lifetime of service. He is active in his community and serves as a lobbyist for the industry.
Internal Annuity Consultant
Noah started in the Insurance Industry in September 2014. Although he’s relatively new, he’s the 4th generation in his family to work in the industry. In his former role processing new business, he became well acquainted with the ins and outs of the operations side of the business. Currently he trains and empowers the agents of a large, national account to become confident and more successful. He is studying to obtain his Life license so he can be a greater resource to his coworkers and producers alike.
In his spare time, Noah is an avid yo-yoer, who also enjoys fixed gear cycling, as well as playing the drums although it has been a while since he has laid down a beat. Noah also loves a good cup of coffee.