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.
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.
Kurt Thompson is our new Senior VP of Sales and Marketing. Kurt comes to TAG with nearly 25 years of industry experience. Starting in the business in 1998, Kurt has built a very successful and diversified financial/estate planning business. He also maintains a series 7 and 66 securities license. Over the years, he has had the unique opportunity to work hand in hand with some of the legends in the industry, as well as many of the largest IMOs. In addition to personally producing, Kurt has also worked with and assisted numerous agents and advisors throughout the country. He has a knack for helping take a business to the next level. Kurt has a unique skill set that allows him to help agents and advisors no matter what situation you may encounter.
Please reach out to Kurt for assistance with product selection, case design, or just to say Hi! No case is too big or too complicated. In his personal life, Kurt and Electra reside in Waukee, IA with their 3 teenage daughters. We are all very excited for the future here at TAG!
Cassidy Stubbe, the new administrative marketing associate. Cassidy recently graduated from Buena Vista University in May of 2022 with a B.A degree in business marketing and public relations. She recently moved to Des Moines from the Carroll, IA area and joined the TAG team. She will be involved in connecting with clients and agents through social media as well as sending out important information and updates through email. The first voice that you hear will most likely be hers, and she will help you get connected with the right person. She is excited to take her skills and help in any way she possibly can.