Meet the Team

Glenn Aldridge, Director of Financial Strategies

Glenn has twenty years of progressive experience in insurance advanced markets, investments, and asset allocation. He has advised businesses, business owners, high net worth individuals and their financial advisors, including CPA's, attorneys, portfolio managers, securities brokers, and financial planners. Glenn's strong analytical skills and extensive experience benefit discussions on complex financial issues with financial intermediaries and their high net worth/business owner clients. He has served advisors and their clients from a number of business venues, including a bank trust department, a Registered Investment Advisor, an investment bank, an insurance specialty firm, and as the Director of Advanced Markets for a major insurance company agency. Glenn holds FINRA licenses 7 and 63, and is licensed in multiple jurisdictions for Life and Health Insurance.

Steve Bracken, Director of Operations

Steve has over twenty years of financial services experience, including fourteen years in banking and financial institution environments. His experience spans general accounting, financial consulting, and investment management. He has worked with individual business owners on multiple levels, including business development and planning, acquisition and divestiture, as well as money center banks on management of complex investment portfolios as part of their Primary Dealer operations reporting to the U.S. Federal Reserve. Steve holds a MBA and CPA, as well as FINRA licenses 7, 24, 65 and 63.

Bill Friend, Director of Marketing

Bill brings over fifteen years in commercial premium finance lending, including seven years with two National Commercial lenders and over eight years as CEO of his own asset based lending firms. Bill has worked in numerous areas of insurance premium financing with a primary focus on Property & Casualty currently representing several national premium finance companies. Bill also works with commercial and retail business in account receivables funding and credit card sales financing through his agent/broker base. His strong marketing skills are witnessed by the substantial agent relationships he has developed in the years he has successfully managed his own firms. Bill's unique perspective is the result of participating in a broad range of financial lending and a talent in recognition of best vendors and institutions to meet a clients needs.