Title: Chief Executive Officer
Company: The Allan Agency
Location: Surprise, Arizona, United States
Bradley A. Allan, MBA, Chief Executive Officer at The Allan Agency, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in the Insurance Industry.
Mr. Allan, an accomplished chief executive officer, has carved a notable path in the financial services industry. Since founding The Allan Agency in Phoenix, Arizona, in 2019, he has been at the helm, steering the company toward success with a focus on personalized client service. Mr. Allan’s commitment to accessibility is evident as he frequently travels between his offices in Washington and Arizona, conducting seminars and meeting clients in person. His traditional approach of offering house calls further exemplifies this dedication to client engagement, ensuring convenience for his clientele.
Before establishing The Allan Agency, Mr. Allan served as an agency owner and field underwriter at Family First Life from 2018 to 2024. During this time, he honed his sales and client management skills, achieving remarkable success by generating over $1 million in personal commissions by 2020. Mr. Allan’s innovative lead-based approach allowed him to excel in the competitive insurance market, setting a precedent within the company.
Mr. Allan’s career trajectory also included various other roles that contributed to his expertise. In 2017, he worked as a financial services professional with NYLIFE Securities LLC and as an agent with New York Life Insurance Company. Mr. Allan also excelled as a financial advisor at AXA Advisors LLC from 2016 to 2017.
Pivoting into financial services, Mr. Allan’s previous tenure included his leadership role as the chief operating officer at Kombi Corp between 2011 and 2016 and then at Distributed Energy Management from 2015 to 2016. Among other significant positions, he was director of enterprise operations at Providence Health & Services from 2009 to 2011, where he was instrumental in managing the service delivery of infrastructure technologies and processes. Mr. Allan also served as senior vice president of technology infrastructure operations at JPMorgan Chase, beginning in 2003. His foundational roles included senior manager at Safeco Insurance, senior systems manager at Avenue A, and director of site operations at Metromedia Fiber Network Inc., dating back to 1998.
Mr. Allan’s educational background laid a strong foundation for his professional achievements. He earned a Bachelor of Business Administration from City University of Seattle in 1991 and a Master of Business Administration with a focus on sustainable business and renewable energy management from Presidio Graduate School. His commitment to continuous learning was demonstrated by his green belt certification in Six Sigma from Villanova University in 2006.
Beyond his primary professional endeavors, Mr. Allan hosts the podcast “Sustainable Retirement Solutions with Bad and Patty Allen,” where he shares insights on retirement planning and financial strategies. He is also actively involved in civic organizations, such as Sing Me a Story, reflecting his dedication to community engagement.
Mr. Allan attributes his success to his genuine love for life, emphasizing the importance of authenticity. He also believes that maintaining a positive mindset is crucial. Looking ahead, Mr. Allan aims to establish himself further in the retirement specialist field by refining outbound messaging systems through various media platforms and educational initiatives. Driven by a lifelong calling to help others, he remains committed to alleviating retirees’ financial concerns while fostering growth for The Allan Agency.
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