Founder & Chief Executive Officer
Robert Broadnax was awarded a full-tuition academic scholarship to attend Northeastern University in Boston, Massachusetts where he graduated with a Bachelor of Science in Business Administration and a concentration in Finance. Before pursing a degree in Finance, he openly admits to switching majors, having studied chemistry in pursuit of becoming a dermatologist and also enrolled in courses to pursue his love for web and graphic design. Seeing the financial woes he experienced during childhood as his father pursued his own business endeavors, Robert ultimately decided to become introduced to the topic of financial management. Upon graduating from university with his undergraduate degree, he pursued finance roles at esteemed banking corporations such J.P. Morgan and M&T Bank. Robert began to specialize in the Treasury profession and pursued further roles at global technology, industrial, and retail companies such as Comcast, GoDaddy, Solenis, and Gap. His time at Comcast is where he was first introduced to the life insurance industry by randomly meeting a life insurance professional on his lunch break. Robert understood the importance of life insurance having been raised by his widowed father due to the death of his biological mother from a terminal illness at his age of three and then being raised by his stepmother who also passed away from a terminal illness at his age of 24. Robert is a passionate and caring individual with a strong and spunky personality. He enjoys motivating others to be their very best self and loves to connect with people from all walks of life. Robert currently resides in Phoenix, Arizona. When he is not busy working, he enjoys relaxing, reading, writing, traveling, and socializing. He is an avid car aficionado and is attentive to current market events within the finance and insurance industry as well as the global macroeconomy.