Our Team

Jeffrey Bradford brings over 15 years of experience in the insurance and financial services industry, with a career deeply rooted in helping individuals, families, and business owners achieve financial security.

Jeffrey began his journey with New York Life in late 2009 as an agent in the Greater New York area. His early years in the field laid a strong foundation for his deep understanding of client needs and insurance planning. In 2012, he joined New York Life’s Home Office as a Product Specialist, where he further honed his expertise in life insurance solutions.

As his knowledge and leadership grew, Jeffrey advanced into an internal wholesaler role, supporting multiple general offices across the West Coast. In the fourth quarter of 2014, he relocated to Scottsdale, Arizona, stepping into the role of External Wholesaler. In this capacity, he worked closely with top advisors, driving business development through book-of-business planning, client engagement, and educational seminars.

In 2025, Jeffrey returned to the field, joining Carrie Hall & Associates as a Financial Services Professional. His practice is focused on serving public service professionals and small business owners, offering tailored insurance strategies and retirement planning solutions.

Outside of work, Jeffrey enjoys spending time outdoors and has set a lifelong goal of playing golf at every Donald Ross–designed course. He’s also an avid beachgoer in the summer and a passionate snowboarder during the winter months.

As the Director of New Accounts and Operations, Natalie facilitates and supports our new business and client engagement processes. She is a valued employee with more than 30 years of administrative experience in the life insurance industry, with a particular emphasis on managing the complex life insurance application process from start to finish. Natalie and her husband, Shawn, have two daughters and have lived in the Valley of the Sun for the past 35 years.

Carol Amaya is the Executive Assistant to Carrie Hall. With over 20 years of experience supporting and collaborating with senior-level executives, Carol brings a deep commitment to operational excellence and executive coordination. She plays a central role in managing complex scheduling, project planning, and administrative operations, ensuring the seamless functioning of the office.

Originally from Southern CA, Carol and her husband Manuel have made Arizona their home for the past 18 years. She values close family ties and enjoys spending time with family and friends.

As our Operations Manager for the firm, Jennifer provides invaluable support to our advisers. She is a graduate of Northern Arizona University with a bachelor’s degree in Business Administration, she uses her organizational, technological and administrative skills to help our planning process, insurance, and marketing efforts. Jennifer and her husband Nick spend their time between Arizona and Toronto, Canada with their young son Benjamin.

As a Client Support Analyst, Lulu provides invaluable support to Carrie, our team, and our clients in the areas of process management, client communication, and client onboarding. Lulu brings a strong foundation in marketing, having earned her degree from the University of Arizona. Lulu loves going to the beach,  spending time with her family and friends, and traveling! 

As a Client Support Analyst, Francesca provides support to existing clients in the areas of communication, Brinker and Estate management. Francesca graduated from the University of Arizona Honors College majoring in Finance and Entrepreneurship. She enjoys time with friends and family and traveling when she can! 

Will works as a Client Support and Service Coordinator, and is training to advance his knowledge and skills in the financial industry. He currently holds his Life, Health and Accident Insurance License and is studying to pass his Series 7 and 66. Will studied at Southern Methodist University and Western Governors University where he studied English and Business Administration, respectfully. Will currently lives in Dallas, where he likes to play golf, run, and spend time with friends.