Bradford J. Kadelski
President/Managing Partner
Brad started out in the insurance and financial planning business after receiving his BA Degree in Accounting from Assumption College. Brad started out working as a captive insurance agent with a large Fortune 100 insurance company where he learned much of how the insurance and investment industry works. Brad assisted many businesses and consumers with their financial and insurance concerns.
After a couple years, Brad went on to start Kadelski Insurance. Kadelski Insurance was created to help businesses with group benefits, and executive benefits planning.
After successfully growing his practice, Brad was recruited to work for a large Fortune 100 insurance carrier as an Advanced Planning Consultant working with many financial institutions in the areas of Estate and Business Planning with their High-Net-Worth and the Ultra-High-Net-Worth Clientele.
Brad now has gone on to establish Brookfield Insurance Partners, which is what we have here today. Brad is now working at both capacities doing joint work with financial advisors on large case design, and working with the retail consumer to help them with their own personal planning needs.
Brad’s business model isn’t too far off from his roots, and today is still working with businesses on a variety of their financial concerns.
If you have any financial and insurance questions, please contact us.
Brad is a proud member of the following organizations, and involved with the following committees:
• National Association of Insurance and Financial Advisors (NAIFA) – Board Member
• NAIFA – Young Professionals Alliance
• NAIFA – Greater Massachusetts, Secretary
• National Association of Health Underwriters (NAHU) – Member
• Worcester Young Businessmen’s Association
Paul A. Neri, CLU, ChFC, CFP
Brokerage Manager
Paul serves as a Brokerage Manager for Brookfield Insurance Partners. Paul entered the life insurance business as a career agent for Phoenix Mutual and built his business the old-fashioned way – cold calling Dunn & Bradstreet Listings.
Paul has a background of helping representatives of other disciplines such as property and casualty agents, employee benefit producers, stock brokers, banks, and CPAs to diversify their practices by selling life insurance products to fulfill their client’s objectives. In addition to agency management positions with Phoenix and CIGNA, Paul has served as an insurance specialist with Morgan Stanley Smith Barney. In these roles, Paul successfully helped advisors identify opportunities, deliver sales strategies, and provide point-of-sale services.
Paul was accorded a BS in Finance from the University of Connecticut and is presently active in a number of trade organizations.
Paul is a single parent having raised two children both of whom currently attend universities in the Baltimore/DC area. In his free time Paul enjoys community involvement by way of serving as a volunteer tutor for Literacy Unlimited.
Russ Swallow
Director of Worksite Sales, Employee Benefits and Senior Products
Russ is a Professional Employee Benefit Consultant and Broker. He has been helping clients with their health insurance and benefits planning needs, both business and personal, since 1970.
He is presently a member of …
1. Association of Health Insurance Advisors
2. Northeast Human Resources Association
3. BEI Network of Exit Planning Advisors
4. Broker Advisory Council for Medicare (Fallon Community Health Plan)
5. Society of Certified Senior Advisors®
6. National Care Planning Council
7. American Association for.Long-Term Care Insurance
8. Worcester Regional Chamber of Commerce
9. Corridor Nine Chamber of Commerce
and a Member and Director of the Massachusetts Care Planning Council.
On a personal note, Russ was sole caregiver for his mother during the last eight years of her life. She passed away in August 2006 at the age of 94 years and 12 days. He has hands-on experience in dealing with the ongoing myriad of challenges that are facing the elderly in their declining years and can bring this experience to help others facing similar challenges.