Meet the professionals who can help you Pursue Your Goals

We help individuals and families protect what matters most and pursue their dreams.

Meet The Team

The team behind Bradshaw & Weil Insurance & Financial Planning is made up of qualified professionals who are passionate about helping individuals and families preserve their assets and achieve their ideal retirements.


Brandon Morgan, CFP® President & Investment Adviser Representative

Brandon got his start in the insurance industry in 1989, after graduating from Harding University with a double major in marketing and business management and a Master of Science in financial planning. He became a CERTIFIED FINANCIAL PLANNER™ professional and purchased Bradshaw & Weil, Inc. in 1997.

“I like helping retirees and pre-retirees achieve a confident, comfortable retirement, so they can chase their dreams,” Brandon says.

Early on, Brandon understood that traditional retirement methods weren't foolproof, and he wanted to find a solution that would help his clients. His focus is on creating a customized plan for each individual or family that meets their specific retirement needs and desires using a combination of investments, annuities and life insurance.

Originally from Marshall County, Brandon has called Paducah home since 2006. Away from the office, Brandon is likely spending time with his wife, Janet, and twin daughters, Jenna and Allie. You can also often find him at the gym, golfing or watching a game. Brandon and his family are members of Broadway Church of Christ.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Paul Ludovissie

Managing Partner

Monica Cherry, CISR

Executive Assistant

Licensed Insurance Professional

Stephanie Ludovissie, PLCS

Licensed Insurance Professional

Auto & Home | Personal & Commercial

Client Relations & Client Service

Holly Warner

Director of Client Relations

Morgan Riley

Client Service Representative

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today!

Or give us a call at 270.444.7291.