About Us


Michael Brodnax


Mr. Brodnax entered the financial services industry in 1975.  His Professional Credentials include: Chartered Life Underwriter and Investment Advisory Representative.


His Professional Specialties include:  Investment Portfolio Management Services, Estate Planning Economics, Life Insurance Planning and Planned Giving Strategies


Professional Activities include:  Guest Speaker at Financial Services Industry Conferences, Estate Planning Councils, Colleges and Universities


While working in Northern California he was a frequent guest host on “Money Matters”, a Radio Talk Show in Sacramento and assisted several Charitable Organizations with their Planned Giving Programs.


Michael was Agent of the Year 1993, in the Sacramento General Agents and Managers Association and served as director of advanced underwriting and coordinator of fee based asset management services for the Sacramento Office of The Acacia Group.


In July 1995 he moved to The Acacia Group's Bay Area office to serve as Manager of Training, Sales and Advanced Underwriting.  In his personal practice he specialized in Estate and Business Planning issues for owners of small to medium size companies.


In November of 2002 he moved to Western North Carolina and in June of 2003 he opened his Hendersonville office. From his home base in the Blue Ridge Mountains he continues to serve his clients around the country.