Brad graduated from Ohio Wesleyan University in 1983 with a B.A. in Economics and Insurance. He began his insurance career with AIG in New York. From Dallas, TX to Fargo, ND, Brad held various sales and home office positions. Preferring to focus on life insurance and annuities, Brad made Des Moines his home when Clarica purchased Continental Western Life. Brad has held board positions for the Des Moines Association of Insurance and Financial Advisors and is a sought-after Continuing Education Instructor.
Brad founded The Achievement Group in 1994, and TAG would soon become a landmark in the country’s premier insurance city. Brad is also a founding Partner of the national wholesaling powerhouse, Partners Advantage Insurance Services, LLC. Whether developing a program for financial institutions or helping to get a problem life case issued, Brad’s mission for TAG is to delivery more money, more time, and more fun for Agents and Advisors. Last year’s results included over $475 million in new premiums originated by TAG/PAIS Brokers.
Dustin graduated from Loras College in 1999 with a B.A. in Arts and Business. He served in the Army National Guard and was a 4-time National Qualifier in cross country during college. Dustin lives in Minnesota with his wife, Sarah, and their two English bulldogs, Lucy and Maddie. Dustin’s greatest strengths are his creativity, drive and leadership. He thrives on challenges, and particularly enjoys assisting Agents and Advisors with complex case designs.
Dustin oversees TAG’s Minnesota office and spearheads TAG’s marketing programs involving annuities, advanced life insurance, estate planning and pension plans. He has over 19 years experience in life insurance and annuities. Prior to joining The Achievement Group, he worked in the marketing department at American Equity, and he spent 10 years building clientele at CapitalCare, Inc., finishing his time there as the Vice President of Marketing.
Patti brings over 13 years of experience in the life insurance industry as well as over 10 years of experience in accounting to the TAG team. She assists agents and advisors via review and submission of life applications. She follows through from receipt of the paperwork to the issuance and contract placed in-force. She works with carrier new business and underwriting departments to help get business processed and issued in a timely manner. Patti looks forward to working with you on your next life case.
Brett graduated from Central College in 2008 with a B.A. in Accounting. His primary focus is providing annuity pre-sale support and agent/advisor contracting & licensing assistance. Brett is also responsible for all of The Achievement Group’s bookkeeping and accounting responsibilities, including commission inquiries, agent production reports, and agent bonus and trip tracking.
John graduated from Creighton University in 2011 with a B.S./B.A. in Finance and Marketing. He assists agents and advisors with pre-sales needs by navigating the details of proposals and forms. John also assists in post-sales issues to follow up on new business for quick issue.
Jennie graduated from the University of Iowa in 1990 with a B.A. in Liberal Arts. Her work experience is diverse. In 2008, after working abroad for more than 10 years in fashion, Jennie relocated back to her hometown of Des Moines, Iowa and began her career in the life and annuity insurance industry. Jennie has worked both at the carrier level as well as in the BGA/IMO side of the industry and prides herself on building lasting relationships with her agents.
Her driving force is to strive for continuous improvement. She recruits agents and assists advisors with case design to find the best options for their clients. From simple term to advance case design, Jennie’s creativity, attention to detail, and strong analytical mind are sure to find you the best solution. Outside of work, Jennie enjoys spending time with her three college-age kids, being outside, practicing yoga, swimming and biking.
Abbey graduated from Morningside College in 2015 with a B.A. in psychology. Abbey has relocated to Des Moines after working for a leading Nebraska based Carrier in the contracting and licensing department. She works with carrier new business and underwriting departments to help get business processed and issued in a timely manner. She also assist with TAG marketing programs. She brings terrific experience and energy to the team.
We are excited to announce the addition of Chris Baso to The Achievement Group. Chris will be joining TAG as Vice President of New Markets. A financial services industry veteran of over 13 years, Chris has spent time in various roles. Starting off as a multi-line insurance agent for 4 years, then moving to a Regional Marketing Manager with United Life for over 8 years, and most recently as a Financial Advisor with Principal. A lifelong learner, Chris earned his Certified Financial Planner (CFP) Designation in 2014. He then continued studying to earn his Chartered Life Underwriter (CLU) in 2015, and finally the Retirement Income Certified Professional (RICP) in 2017.
While working with all types of agents and advisor distribution networks, Chris believes in building valuable relationships, while bringing ideas and best practices to enhance their operation and client’s financial peace of mind. Chris will focus on providing expertise in building guaranteed retirement income, long-term care protection, and efficient legacy planning for advisors partnering with The Achievement Group.
Chris resides in Victoria, MN with his Wife, Kerri, and his two children, Brooke (11) and Ethan (7). In his spare time he enjoys playing baseball, golfing, and relaxing at their family cabin in their hometown of Menahga, MN.