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Contact Premium Financial Advisors
Premium Financial Advisors
3456 E. 17th Street, Suite 205
Idaho Falls, Idaho 83406
Telephone: (208) 542-5273
Fax: (208) 542-2978
Brad brings years of experience and research to his planning practice, having been in the industry since 1987. In 1997 he joined Lincoln Financial Advisors where he served as the Regional Life Insurance Specialist for the Salt Lake City RPO and as an independent advisor. Brad is experienced with comprehensive financial planning and his area of expertise lies in the life insurance industry. In 2001 Brad established Premium Financial Advisors which focuses on various insurance strategies, which include financing life insurance premiums.
His unique in-depth understanding of life insurance policies and their interior components bring significant and measurable benefits to his clients, and to advisors that he works with. Brad's practice is tailored to the design and implementation of the appropriate strategies and products that will accomplish the client's goals and objectives.
Brad is very dedicated to church and community activities. He also enjoys spending time outdoor with his family by golfing, skiing, snowmobiling and even riding his Harley.
Kelli became involved with the insurance industry in 2000 after 11 years with an international cosmetic company, and exclusive with Premium Financial Advisors in 2001. Kelli is our Underwriting Coordinator. Her organizational skills, eye for detail, and excellent communication skills have become the foundation of her support role here.
Kelli has a constant relationship with individual underwriters and the underwriting process and continues to stay abreast of all the changing requirements needed to fulfill each unique case. Always optimistic when a new challenge presents its self, Kelli dedicates herself to going the distance to present each client as a real intimate portrait so that the underwriting process is as objective and on target as possible.
Kelli is an extremely family oriented person. She has two sons, Nicholas and Kyle. She's active in church and community affairs, sporting events with her boys, and gardening.
Jameson graduated from Brigham Young University Idaho in 2003 with a Bachelors degree in Accounting. Shortly after graduating college he joined his father (Brad) in the financial advising industry and obtained his insurance license. Since then he has developed a specialty in designing premium financing cases. He has extensive experience in case design, product selection, and in advisor training and support. He has worked with financial advisors and banking institutions throughout the United States.
Jameson loves to be outside. If he isn't in the office odds are high that he is either golfing or snowmobiling, depending on the season. He is very involved with his Church and community. He lived for two years in Mississippi, Louisiana, and Texas teaching and helping individuals and families find a better way of life.
Tyson Ferney entered the financial industry in May of 2000. He previously worked for Lincoln Financial Advisors as a Senior Case Manager in the Salt Lake Regional Planning Group. That role was primarily responsible for developing, reviewing, and implementing comprehensive fee based plans with advisors throughout the Heartland Mountain West Planning Region Midwestern which entails 11 different states. He also maintained the role as Regional Director of Life Insurance where he was responsible for insurance design, illustration, training, and placement within the same area
Tyson has also participated with Lincoln Financial Advisors on a national support team for life insurance. This role entailed being a specialist and contact person for issues regarding premium finance, providing help in insurance product selection, strategy design, implementation, and serving as a resource for technical questions related to the insurance industry.
Tyson currently holds a series 7, 66, and life insurance licenses and studying for his CFP and CLU designations. He and his wife Alicia, sons Conner, Hayden, and Noah live in Idaho Falls, Idaho.