About Brad Croall

President and Practice Lead of ForePoint Retirement, Brad brings nearly 20 years of experience in the financial services industry. He started in customer service, building a foundation in financial services, before moving into investment management and retirement plan consulting. His passion is solving complex financial challenges while delivering a concierge level of customer service to his clients.

Personal Background & Community Involvement
Brad lives in his hometown of Quincy, Massachusetts, where he spent nearly a decade in elected office as a City Councilor. That experience shaped his understanding of various socio-economic challenges people face and deepened his ability to help clients plan and achieve their financial goals. Brad currently serves as a Board Member on the Quincy Chamber of Commerce.

Education & Credentials
Bachelor of Science – University of Massachusetts Dartmouth
Series 7 and 66 certifications
Licensed Life, Accident, and Health Producer
Certified Employee Benefits Specialist (CEBS) – Wharton School of Business
Chartered Financial Consultant (ChFC) – American College
Financial Planning Certificate – Bryant University

Outside Interests
Brad is an exercise enthusiast and enjoys spending time touring National Parks with his wife and three children. Brad also stays active in his community by coaching several youth sports with his young children.

About Paul Cooney

Vice President of ForePoint Retirement, Paul focuses on helping business owners and individuals improve their financial well-being through retirement plans, insurance strategies, and straightforward guidance.

With over 18 years of experience in financial services, Paul works primarily with small businesses and working families. His passion is simplifying complex financial concepts so clients can make confident, informed decisions. Before joining ForePoint, he worked at Mutual of America for eight years. Before that, he spent time in product distribution, working closely with financial advisors.

Paul holds a degree in Business Management from Our Lady of the Elms College, where he graduated with honors. He has his Series 65, along with his health and life insurance certificates. He continues to pursue professional education to better serve his clients.

A native of Worcester, MA, Paul enjoys mountain biking, exploring New England’s outdoors, and spending time with his two daughters. He remains actively involved in his local community.