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.