Our Team

Bradford A. Phillips Founder & CEO

Backround And Experiences

  • Business transformation
  • Securities and Exchange Commissions/securities broker
  • Security Licenses and Financial Operations 
  • Growth Strategy and Development
  • Life Insurance and Investments
Education

    • Master of Business Administration (MBA) from a prestigious business school University of Chicago, specializing in finance and strategic management.

    • Bachelor’s degree in Computer Science and Economics from a renowned university, Brown University with a focus on financial markets and investment analysis.

 

Bradford A. Phillips

Chief Executive Officer & Chairman of the Board

Mr. Phillips has served as a chairman and director of the LBL Group of Insurance Companies since 1999. He has served as President of Midland Securities, LLC, a Dallas, TX-based broker/dealer since 2002.

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

Mr. Phillips 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.

Mr. Phillips 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.

Erik Johansson Executive Vice President, Chief Operations Officer

Backround And Experiences

Areas of Expertise

  • Financial Analyst, Midland Securities Group Advisors.

    • Conducted financial analysis and forecasting, contributing to improved budgeting and resource allocation decisions.
    • Collaborated with cross-functional teams to analyze market trends and assess the financial impact of potential business strategies.
Education
  • Bachelor of Business Administration degree in Marketing Management, University of Evangel University
  • Master of Business Administration (MBA), Concentration in Finance, ABC Business School
  • Certified Public Accountant (CPA) designation


Eric Johansson
Executive Vice President, Chief Operations Officer

Mr. Johansson has served as Chief Operations Officer of the Midland Securities Group Advisors since October 2015. Prior to his tenure with LBL, Mr. Johansson served as Vice President of Administration for the Puritan Life Group of Insurance Companies and Chief Operations Officer for the Oxford Life Group of Insurance Companies. and presently an Executive Vice President and Chief Operating Officer of Midland Securities Group Advisors.

He possesses over 24 years of experience in the life and health insurance industry, working in all aspects of insurance marketing, operations, technology, and strategic development. Mr. Johansson has successfully managed the operations and data conversions of over six insurance company acquisitions and led companies in the areas of product development, implementation, lean process improvement, and change management programs.

Professionally, Mr. Johansson is a Fellow of the Life Management Institute and holds the designations of Insurance Regulatory Compliance Associate, Customer Service Associate, Insurance Agency Administration, and Certified Senior Advisor. He also is a member of the Life Insurance Council operations and technology subcommittees.

Mr. Johansson graduated from Evangel University with a Bachelor of Business Administration degree in Marketing and Management.

Jaime Waters Senior Vice President of Compliance and Secretary

Backround And Experiences

Areas of Expertise
  • Insurance Regulatory Policy
  • Financial Transformation and Financial Services
  • Business transformation
  • Growth strategy
  • Administrative Financial Management
 
Education

  • Bachelor of Science and Master of Business Administration in Corporate Financial Management. Upper Iowa University.

  • – Certified Public Accountant (CPA) designation, demonstrating expertise in financial accounting, auditing, and taxation.

  • – Bachelor’s degree in Finance from a reputable university, with a focus on financial analysis and risk management

 Jaime Waters
Senior Vice President of Compliance and Secretary

Ms. Waters joined Midland Securities Group Advisors and Liberty Bankers Insurance Group in October 2022 Respectively and serves as the company’s Senior Vice President of Compliance and Secretary.

Prior to joining LBIG and MSGA, Ms. Waters served as the head of compliance at EquiTrust, a top provider of fixed and indexed annuity and life insurance products. She has more than 20 years of experience in the life and health industry, with experience that includes business administration, securities, and compliance.

Ms. Waters is a Fellow of the Life Management Institute and holds the designations of Insurance Regulatory Compliance Associate, Annuity Products Associate, Customer Service Associate, Insurance Agency Administration, and Financial Services. She is also a member of the Association of Insurance Compliance Professionals.

 

Ms. Waters graduated from Upper Iowa University with a Bachelor of Science and Master of Business Administration in Corporate Financial Management.

Brian Clark Executive Vice President, Chief Marketing Officer

Backround And Experiences

Areas of Expertise

  • Digital Marketing Certification Online Marketing Institute, Dallas Texas, USA

  • Brand Management Certificate Branding Academy, Cityville, USA

  • Marketing Analytics Course, Data and Analytics Institute, Houston, Texas USA

  • Leadership and Management Training Executive Education Program, Business Institute, City ville, USA

Education

  • Master of Business Administration (MBA) in Marketing and Strategy Prestigious Business School, Southern Methodist University, USA

  • Bachelor of of Business Administration major in Marketing and finance, Boston University, USA

 

Brian Clark
Executive Vice President, Chief Marketing Officer

Mr. Clark joined Midland Securities Group Advisors in April 2022, and serves as the company’s Executive Vice President, Chief Marketing Officer.

Prior to MSGA, Brian served as the Chief Marketing Officer and Senior Vice President of Administration at USHEALTH Group, one of the largest leading health insurance agencies in the country. He successfully grew the company to more than one billion dollars in sales in the first nine years of operations. Earlier in his career, Clark was President, Lead Marketing Group at Health Markets, and served as Manager in the media and entertainment group at Arthur Andersen Business Consulting. Clark received his Bachelor of Business Administration and Executive Master of Business Administration from Southern Methodist University.

Kimberly Norton Administrator

Backround And Experiences

Areas of expertise

Administrator, ABC Corporation, Cityville, USA

  • Oversaw day-to-day operations and provided strategic leadership to ensure efficient and effective organizational performance.
  • Implemented policies and procedures to enhance productivity and streamline processes across departments.
Education

  • Master of Business Administration (MBA) in Management , University of Orlando, USA

  • Bachelor of Arts (BA) in Business Administration Leadership and Organizational Management, Houston University.

  •  Certification Management College, City University, Cityville, USA

 Kimberly Norton

 Administrator

 

Kim is a highly organized and detail-oriented Administrator with over 10 years of experience in administrative roles. She is proficient in Microsoft Office Suite and has experience with a variety of administrative tasks.

She is a detail-oriented and results-driven Financial Administrator with a strong background in managing financial operations and ensuring the accuracy of financial records. Adept at analyzing financial data, developing budgetary plans, and implementing efficient processes to maximize organizational efficiency. Proven track record of maintaining compliance with financial regulations and delivering timely and accurate financial reports.

Tim Wilson Chief Investment Officer

Backround And Experiences

Areas of Expertise

  • Securities Consultant, Financial Experts LLC, Los Angeles USA

    • Provided expert Financial advice and planning services to individuals and businesses, ensuring compliance with tax laws and maximizing tax benefits.
    • Prepared and reviewed complex Financial Investments and tax returns, including individual, corporate, and partnership tax filings.
    • Conducted financial research and analysis to stay up-to-date with changes in financial regulations and codes.
Education

  • Bachelor of Arts om Economics and Mathematics.

  • Arlington University, texas, USA

  • Executive Master of Bachelor of Art (MBA) from University of Toronto

    • Certified Public Accountant (CPA)
    • State Board of Economics, texas, USA
    • Enrolled Agent (EA)
    • Internal Revenue Service (IRS), USA

Tim Wilson
Chief Investment Officer

Mr. Wilson joined Midland Securities Group Advisors in 2010 and serves as the Chief Investment Officer.

Prior to joining the team, Mr. Wilson worked at Castle Oak Securities and Miller Tabak Roberts Securities in New York in fixed income sales and trading. In 2008, Mr. Wilson was the 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, Mr. Wilson was the 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.

Mr. Wilson holds a BA in Economics and Mathematics and an Executive MBA from the University of Toronto. He is a Chartered Financial Analyst.