Our Partners : TFG Financial, LLC

Our Partners

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Tim C. FitzGerald, MSFS, AEP ®

Tim C. FitzGerald is the founding partner of TFG Financial, a full service Estate and Business Succession and Wealth Strategies Firm. He started his career as an agent with New York Life Insurance Company in 1985. Since its inception in 1996, Tim has been a member of New York Life’s Chairman’s Cabinet, which is comprised of the 50 top producing agents worldwide. In 2009, Tim achieved Council President, which is an annual honor given to the top producing agent of New York Life’s approximately 12,000 plus licensed agents.

Tim received a Master of Science degree in Financial Services (MSFS) from the Graduate School of Financial Services of the American College in Bryn Mawr, Pennsylvania. During his master’s work at the American College, Tim completed 33 hours of course work and wrote a master’s Thesis. In 1999, Tim completed his AEP® designation, earned for experience and training in estate planning.

Tim is a member agent of the Nautilus Group. Within Nautilus, Tim is one of 30 elite member agents nationwide which make up Nautilus Plus. He has served on New York Life’s Agent Advisory Council and has been an Advisor to the Council. He is currently a member of the Advisory Board of Directors which is comprised of the current Council President and all former Council Presidents who qualified for Chairman’s Council. Through their twice annual meetings with senior management in the Home Office, these experienced leaders provide valuable input on strategic issues. Tim established and maintains a New York Life District Agency that has been among the top ranked nationally since its inception.

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Warren C. Bradley

Warren Bradley, Financial Adviser and Licensed Agent, began his career as a member of the TFG Financial team in 2012. He served as TFG's Director of Client Services where he oversaw customer service prior to his transition to a partner in TFG Financial. Through his career at TFG Financial, Warren identified that his professional and business owner clients desire a holistic approach in clarifying goals and implementing solutions that meet their planning objectives. With more than a decade of experience, Warren's careful and meticulous process helps build a relationship of confidence and trust to his clients. Warren holds a Series 6, Series 7, SIE, Series 66, and Life and Health license. Warren is married to his wife, Amber and they have two children together, Sawyer & Fisher. Warren is a supporter of Southfield School where his children attend and is an active member of First Presbyterian Church of Shreveport. In his free time, Warren enjoys spending time with his family and being active outdoors.

Industry Accomplishments

  • Member of the Million Dollar Round Table (MDRT) since 1986 and a Top of the Table Agent since 2002.*
  • Recipient of the National Quality Award.
  • Interviewed and published in numerous industry publications, such as “Financial Services Weekly.”
  • Nationally known speaker on topics such as “The Producer as a Professional” and “Success, One Day at a Time.”

    *The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.