Joseph F. Bittner

Free Market Consulting

Joe graduated from the University of Wisconsin, Madison with a degree in Economics. He has earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Registered Health Underwriter (RHU) designations from The American College in Bryn Mawr, PA.

Joe began his career in the employee benefits business with The Guardian Life Insurance Company, Employee Benefits Division. After working 2 years in the Chicago sales office Joe was promoted to District Manager and moved to Texas, opening the North Texas sales office in Dallas.

In December of 1998 Joe left the wholesale side of the business and joined Beverly Brooks and associates to create the partnership of BrooksBittner & Associates, LLP., an employee benefits and insurance services agency.

In July of ’08 BrooksBittner & Associates was sold to Apex Global Partners (AGP) where Joe served as President of the Mid-Market division until September of 2010.

In November of 2010 Joe became an independent business consultant and has experience working with Benefit firms, a TPA, a Legal Plan and a Mid-Stream Pipeline Company. Currently Joe is contracted with Diamond Physicians and serves as the Director of Business Development.

Joe is a Past President of the Dallas Association of Health Underwriters and Past President of the Dallas Chapter of The Society of Financial Service Professionals. He continues to be an active member of both organizations.

Joe lives in Dallas, with his wife Meg, son Davis and twin daughters Lauren and Ellis. He is a weekend tennis player and avid cyclist.