Born and raised in Orange County, California, Brad graduated from Brigham Young University with a double major in Business Administration and Portuguese in 2004. Immediately after college Brad was recruited by GE Consumer Finance to move to Albuquerque, New Mexico. 

In May 2006, Brad transitioned into financial services and joined Northwestern Mutual. He achieved prestigious company milestones and excelled in multiple leadership roles.

Today Brad focuses primarily on working with clients in the retirement income space and professionals. He holds securities registrations in Series 6, 7, 26, and 63 in addition to the following designations:  CERTIFIED FINANCIAL PLANNER™ Professional, Masters of Science in Financial Services (MSFS), Retirement Income Certified Professional (RICP®), Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Advisor of Senior Living (CASL®) and Wealth Management Certified Professional (WMCP®).

Brad is married to Lisa, and they have four wonderful children, one dog, and 18 box turtles that live in their backyard.  They love playing lots of board games, swimming, traveling, regular visits to Disney, and anything that involves family.  He loves a good hamburger, fries, and a Dr. Pepper. 

Bret believes the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. He’s committed to helping you get closer to your dreams.

Bret helps guide clients through each step, so they feel the confidence to do the things they’ve always wanted to—without having to worry.

Judy started her career as a Financial Advisor in 2011, specializing in Financial Planning and Investments. She joined Northwestern Mutual in 2015 to learn the insurance side of the business, and in 2019, joined Justice Financial, where she is now the Director of Insurance Services. She holds the New Mexico Life & Health insurance license, Series 7 and 66 securities registrations, the Retirement Income Certified Professional (RICP®) designation and is continuing her education.

Judy guides clients through the insurance application and underwriting process and manages insurance-based client services and correspondence. The trust clients have in Judy stems from her understanding of their needs and the knowledge she has to guide them in the right direction.

Originally from California, Judy grew up in the Pacific Northwest. She received her Bachelor of Science degree in Geology from the University of Washington and used to be a volcanologist, studying volcanoes all over the west coast states, which is what ultimately brought her to New Mexico. She has called New Mexico home since 1990.

Judy’s hobbies include reading, crocheting, hiking, and cooking – and she still loves geology! She has a theater background and has competed in Ballroom, Latin and Country dance competitions.

Brandon was born and raised in New Mexico and attended the University of New Mexico. He graduated from the Anderson School of Management at UNM in 2018, with a Bachelor of Business Administration with a concentration in Human Resource Management.

Brandon specializes in trading securities. He acquired prior experience while working at Nusenda(2018-2021) and Fidelity(2021-2024). He excelled in his education and holds the Series 7 and 63 licenses and maintains his Life and Health Insurance license.

In 2024 Brandon joined Justice Financial as their Investment Operations Assistant.

He enjoys spending time with his wife Taylor and their 2 sons. Brandon’s hobbies include football, playing Magic the Gathering, the guitar and he loves to cook. They have a cat named Sydney.

Kat grew up in West Texas, and lived in Southern California, but Albuquerque is where she has planted her roots and expanded her professions.

She attended Kaplan Professional’s Real Estate Education in 2014 and became a licensed Realtor. Having a background in Real Estate allows Kat to understand the responsibilities placed in her care and the amount of trust needed to do so and is extending this experience to Northwestern Mutual.

Kat joined Justice Financial in 2022 as the Director of Client Relations and Marketing and holds the New Mexico Life & Health insurance license. She ensures the care she takes with Clients and the Firm is done with respect and their best interest in mind.

In her free time Kat loves to read while enjoying a nice cup of tea. She also enjoys thrifting and going antique shopping. She is married to Juan and together they have a son. They have a Yorkie pup. As a family they enjoy fishing, board games, cooking, golfing, hiking, and spending time with friends and family.

A New Mexico native, Meagan graduated from the University of New Mexico and has worked within the insurance industry since 2012. She joined Northwestern Mutual in 2017 as the firm’s scheduling coordinator. Meagan loves spending her time outdoors with her family and enjoying all the beauty “The Land of Enchantment” has to offer.

Sherolynn has 21 years of experience in the insurance industry. Prior to coming to Northwestern Mutual she worked in property and casualty claims.

She holds the New Mexico Life and Health Insurance License and FINRA Series 6 and 63 Registrations.

Sherolynn’s focus is working with clients applying for insurance and providing service for their in-force policies. She enjoys interacting and assisting clients with their insurance needs.

Sherolynn is a native New Mexican and can’t imagine how people do without green chile!

She is married to Ron and together they have six children and 12 grandchildren.

Her favorite activities are traveling to spend time with family and enjoying the beauty of creation.