Brian Bewley has been consulting with insurance and investment planning firms for over a decade. His foray into financial services started by analyzing a financial strategy to make sure of its soundness for his own family needs.
The advisors he was consulting with quickly understood his perspective and knack for building calculators on excel were superior to anything available in the industry. Many projects and 100’s of clients later, a partnership with a seasoned firm that aligned with his relentless demand for thorough analysis and intellectual honestly showed up.
Since that time, Brian has continued with his rigorous approach to analyzing financial products and strategies, whether that is for individual families or business owners and their employees.
Brian is a licensed investment advisor in addition to his life insurance license. Brian lives with his wife and four children in Michigan.
Rich Keal is a Strategic Coach in the process of money and founder of Freebridge with just shy of 35 years experience in financial services. Rich believes every client needs to have a clear, understandable, predictable financial foundation that is efficient, risk averse, tax favored and transferable to the next generation.
Rich collaborates with a consortium of legal and financial experts who often work in tandem to insure a client’s plan is systematic, sound and sensible. He chooses to educate clients on how to prudently pick other agents, advisors and brokers, reserving quality time for those who want to do the deliberate work of designing and implementing a highly effective, self-completing plan.
During the past three decades, Rich started and managed an area agency, recruited, trained and deployed field reps, taught trading, and functioned as an investment counselor. He is a member of the National Association of Insurance and Financial Advisors, a Charitable Emissary for the National Community Foundation, and a past speaker to the Washington State Bar Association on senior care financing issues.
While representing some of the finest financial institutions in the world, Rich has not neglected a fundamental commitment to those clients that are largely underserved by the investment community.