Management Team

From January 1998 to May 2002, Bradford was the President of InterFirst Capital Corporation of Los Angeles, California, a Securities and Exchange Commission registered securities broker/dealer firm. From 1995 – 1998, he served as President of Avacelle, Inc., of Dallas, Texas. Bradford worked for Arco International Oil and Gas Company of Plano, Texas from 1992 to 1995.

Bradford holds a number of securities licenses, including the Series 4 (Options Principal), Series 7 (General Securities License), Series 24 (General Securities Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 55 (Equity Trading Principal), and Series 63 (Blue Sky Securities License).

In addition, he currently serves on the Board of Directors for Life Insurance Council.

Bradford obtained a Bachelor of Arts from Brown University in Computer Science and Economics. He later obtained a Masters of Business Administration from the University of Chicago – Graduate School of Business, with a concentration in finance.

Jeff co-founded Sams/Hockaday & Associates in 1981, which grew to more than 30 captive agents and led to the development of New Horizons Insurance Marketing in 1993. He brings a wealth of knowledge and experience, especially within the Medicare Supplement sector, to his new role as LBIG’s president.

He has also served as Director, Enterprise Risk Management at Security Benefit, and various roles in the areas of valuation, capital management, reinsurance, for annuity, life, and health lines of business.

Professionally, John is a Fellow of the Society of Actuaries, and a member of the American Academy of Actuaries. He serves on an Exam Committee for the Society of Actuaries and on Committees for the American Academy of Actuaries.

He graduated from Purdue University with a Bachelor of Science degree in Industrial Management.

Lori Ann holds her Juris Doctor from Emory University School of Law. She specializes in corporate legal strategy, litigation management, and regulatory compliance, with expertise in federal and state regulations, including TCPA, FTC, data privacy (US, Canada, UK), insurance, and healthcare. She excels in collaborating with cross-functional teams to achieve strategic business goals and is skilled at simplifying complex legal concepts for informed decision-making at all levels of LBIG.

Tom holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services, as well as the Fellow, Life Management Institute (FLMI) designation from LOMA®. He has been working in the life and health insurance industries for more than 30 years.

Tom is a graduate of the University of Texas at Austin and holds an MBA from University of St. Thomas.

With more than 30 years of experience, Eric is a highly accomplished executive known for driving marketing, operational, and strategic excellence in the insurance industry. As COO of LBIG, Eric oversees insurance operations, information systems, compliance, and loan servicing, while collaborating closely with the CEO to develop and implement corporate strategies that accelerate growth and foster continuous innovation.

Eric's leadership approach harmonizes business operations with marketing, sales, and customer priorities to deliver impactful solutions that advance the company's strategic objectives. Under his leadership, LBIG has emerged as a market innovator through pioneering initiatives like the award-winning On-The-Spot (OTS) and Intelligent Plan Designer systems.

Prior to joining LBIG, Eric served as Chief Operating Officer at Puritan Financial Companies and Vice President of Administration at Oxford Life Insurance Company.

As a distinguished presenter and published author, Eric has delivered thought leadership on industry trends, innovations, and best practices at the national level. He holds the Fellow Life Management Institute (FLMI), Associate Customer Service (ACS), Associate Insurance Agency Administration (AIAA), and Associate Insurance Regulatory Compliance (AIRC) designations from the Life Office Management Association (LOMA). Eric holds a degree in Marketing and Management from Evangel University.

Alex joined the organization in 2008 as a Statutory Accounting Manager and assumed the role of Controller in 2013. In July 2023, he was promoted to Chief Accounting Officer and Treasurer. Prior to joining the Liberty Bankers Insurance Group team, Alex worked in various accounting and auditing roles in organizations such as Costco Wholesale, Millers Group, Reliant Insurance, Gencloe Group, and Frontend Solutions.

Alex holds a Bachelors in Accounting from Universidad de Monterrey and a Masters of Business Administration from University of Texas at Arlington.

He has also served as Vice President and Board Appointed Actuary of Optimum Re and Vice President of Great American Reserve Insurance Company in charge of its annuity lines of business.

A native of Dallas, Texas, David has a broad range of experience in the insurance industry. He was Chairman of the Great American Reserve Product Development Committee overseeing the design, development and implementation of its life and annuity products. He served as the Financial Planning Manager for the President of the Southern Region of Unitrin Property & Casualty Insurance Company. David also has supplemental life and health insurance experience serving in various financial, product line and marketing management positions for the JC Penney Life Insurance family of companies.

Professionally, David is a Fellow of the Society of Actuaries, Fellow of the Life Management Institute, and a member of the American Academy of Actuaries.

He graduated Magna Cum Laude from Texas A&M University with a Bachelor of Science degree in Applied Mathematical Sciences.

Prior to joining the team, Tim worked at CastleOak Securities and Miller Tabak Roberts Securities in New York in fixed income sales and trading. In 2008, Tim was a Managing Director in the Fixed Income Group of the U.S. Asset Management Division at Credit Suisse. During his tenure, he had day-to-day responsibility for the cash and enhanced cash investment desk with $90 billion in assets under management. Prior to Credit Suisse, Tim was a Vice President in the Fixed Income Research Group at JP Morgan Chase. Additionally, his prior roles at Chase Manhattan Bank included Co-director of Short-Term Fixed Income Research, Corporate Finance Client Executive, and Controller of the Chase Manhattan Bank of Canada.

Tim holds a BA in Economics and Mathematics and an Executive MBA from the University of Toronto. He is a Chartered Financial Analyst since starting his career in 1975.