Bradway Financial, LLC

Sunday, July 06, 2008

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Brian K. Case, CFP®

Brian provides comprehensive financial planning, insurance and investment management to his clients. He was a seasoned entrepreneur prior to becoming a licensed stock broker and insurance agent in 1996. As the assistant to an investment manager who specialized in working with physicians and other people with high net worth, he learned financial planning, investment management and insurance design working on “real-life” cases with successful people. He has since developed his own practice and concentrates on working with people in the healthcare industry as well as their families and closely held businesses. Brian converted his commission-based practice to a fee-based business by establishing the Registered Investment Advisor firm of Case Financial Services in 2000. Case Financial Services transitioned from state to SEC oversight and was renamed Bradway Financial, LLC, in 2007. He is a Certified Financial Planner and Chartered Financial Analyst candidate.

Prior to this career, Brian owned and operated a bicycle shop and remains active in the business. The experience of owning a business has proven to be one of Brian’s greatest assets in the financial services business. He especially enjoys working with other entrepreneurs to develop and implement their financial plans. This experience has also helped him in structuring Bradway Financial, LLC to provide clients with the highest possible level of service.

Brian lives with his wife and three children in Somers, Connecticut, where they enjoy hiking, bicycling and cross country skiing on the 80 acres of trust land and state forest adjacent to their home.

Barbara J. Giard, Administrative Assistant

Barbara has been Brian's assistant since 2001 and is responsible for all aspects of client service. She maintains the office technology that allows Brian and his clients to focus on financial planning and managing investments.

Craig A. Roncaioli, ChFC

Craig specializes in retirement and estate planning, with an emphasis on portfolio management and tax efficiency. Craig began his financial services career in 1984 as a financial advisor with Allmerica Financial after stints in coaching and in the corporate world with Procter & Gamble and Johnson & Johnson. He practiced for 10 years with the Charter Oak Financial Group in Farmington, Connecticut. In 2001, he joined with three partners to form AdviceOne, LLC, a financial services and advisory firm in Glastonbury, Connecticut. In 2007 Craig left the broker-dealer world and joined Bradway Financial, LLC in order to better serve his clients, some of whom he has been advising for more than two decades.

He holds a bachelor of science degree from the University of Connecticut, has studied at the Clark Graduate School of Management and earned his Chartered Financial Consultant certificate from American College. He is an adjunct instructor at Manchester Community College and is a member of both the Connecticut and National Financial Planning associations. Craig is a member of Rotary International and is director of the West Hartford Girls Softball League.

Craig’s Client Solutions Team

Lisa Tollis and Jennifer Canales will make your financial life easier, whether it’s getting money in or out of your accounts, tracking down tax information or making sure insurance premiums are applied.

Kelly Cusson

Kelly, a certified public accountant who earned her master’s in business administration from the Yale School of Management, performs detailed financial modeling and analysis for Bradway Financial. She joined Bradway Financial in 2007. Kelly began her financial career as an auditor at Ernst & Young. After receiving her graduate degree, she focused on real estate investment and joined GE Investments, where she began as the real estate controller and moved on to portfolio reporting and analysis, investor relations and acquisitions analysis. She then joined Greystone Realty, a division of New York Life, where she performed extensive financial modeling and market analysis relating to acquisitions and asset management of the company’s real estate portfolio. She has most recently been the CFO of a manufacturing company, where she oversaw financial reporting, human resources, construction of a new manufacturing facility and arranged financing from a variety of public and private sources. Kelly holds a bachelor’s degree from Holy Cross.

Bill Stephens

Bill, who joined Bradway Financial in 2007 after a 19-year career in journalism, conducts qualitative research and handles communications for the firm. He worked as a reporter, editor and editorial writer for newspapers in New York and Massachusetts. Bill also has written extensively about the railroad industry as a special correspondent for Trains magazine and its Web site. He earned a bachelor’s degree in journalism and a master’s degree in history, both from St. Bonaventure University.

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