Our Team

teamGeoffrey L. Bradley, Registered Representative

After receiving a Bachelor of Science degree in Business Administration and Finance from Marian University, Geoff began his career in the financial services industry in 1985.  He soon learned that by being an independent broker he had access to a larger amount of financial products which would provide greater opportunity to meet clients’ unique financial needs.  Geoff has always focused on building strong relationships with all his clients.  He recognizes that every financial need, large or small, is important and at some point must be addressed.

Geoff resides in Avon, Indiana with his wife.  He is the proud father of three and grandfather of four.

Licenses:

  •  Life & Health Insurance
  • Property & Casualty
  • Series 6, 63 (Securities Licensed)

Email:                    geoff@bradleyfinancial.com

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Whitney K. Lord, Registered Admin

Whitney received her Bachelor of Science degree in Business with a focus in Finance and Financial Planning from Ball State University in 2009.  She immediately began her career in the financial industry working for an organization primarily focused in 401(k) management.  In the fall of 2010 Whitney joined the team at Bradley Financial, Inc. expanding her knowledge into the individual investment side of the financial marketplace.  In addition to investments and insurance she is certified to sell senior products offered by health insurance carriers.

Whitney and her husband live in Irvington, a neighborhood of Indianapolis, Indiana.

Licenses:

  • Life & Health Insurance
  • Series 6, 63 (Securities Licensed)

Email:                    whitney@bradleyfinancial.com

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