Brady C. Knight has extensive experience working with high net worth families, business owners, key executives, and their legal and accounting advisors in the areas of Family Wealth Counseling and Executive Benefit Planning. In addition, Brady is a Qualifying Member of Million Dollar Round Table*, Top of the Table* and International Forum. Being a native Houstonian, Brady is currently a serving board member for the Houston chapter of the NAIFA association. In addition to being an active advocate of the life insurance industry, Brady is equally involved with his Houston community. Brady holds memberships and leadership positions in a number of professional, philanthropic and community organizations. He is a graduate of the University of St. Thomas in Houston, Texas. Brady enjoys tennis, hunting, fishing, skiing, and spending time with clients, his committed office team, and the loves of his life: wife Alexandra and their sons, Thomson and Truett.
Brady is a registered representative of M Financial Group and licensed in Texas.
* Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org
Doug joined Brady at Knight Planning Corporation in 2009 as Director of Planning. He is responsible for product research, advanced planning techniques for estate and business planning and overseeing financial underwriting. Doug provides a vast depth of knowledge and experience to KPC as he spent time with American General, Pacific Life and Principal Financial Group in a variety of capacities including Director of VUL Sales & Marketing, Senior Case Design, Internal Wholesaler and Career Agent. Doug graduated from Texas A&M University with a Bachelor of Science in Economics. He is married to Leigh Ann and has three sons – Andrew, Cameron & Eric – as well as two feline children (Lola and Kayla). He and Leigh Ann enjoy staying active in their church, spending weekends in Rockport, traveling (Hilton Head Island is visited annually), watching Eric swim and cheering for their favorite teams – the Aggies, Houston Texans and Astros, and Buffalo Sabres.
William “Bill” Richter has been an insurance and financial services professional, serving the needs of high net worth families and business owners for 30 years, and joined Knight Planning as an Insurance Advisor in January 2014. Prior to joining KPC, he was a partner for at Huber, Cardono, Moring & Richter, LP, an insurance and investment advisory firm where he specialized in executive compensation planning, employee benefits, and estate planning.
Bill received a Bachelor of Science degree in finance from Trinity University and has a Masters level designation in business succession planning from the American College in Bryn Mawr, PA. He is a member of AALU, NAIFA, and NAHU. He has served on the boards of several non-profit charitable organizations and has held leadership positions in various private clubs and organizations. Bill is an avid tennis player, skier, golfer, and musician, but most of all, he enjoys spending time with his sons, Wade and Ryan. Bill is licensed in Texas.
Merrill L. Rome joined Knight Planning in 2011 and is the Chief Operating Officer and Assistant to Brady Knight. Merrill is responsible for client and policy service, human resources, marketing, special events, and office administration. She has over 15 years of experience as the recruiting and marketing director for three large, national law firms, served on the boards of local and national legal recruitment organizations, and organized and chaired the annual conference in New Orleans for NALP. As a native Houstonian, Merrill is very active in a number of charity and community organizations and has served on the board for the Junior League of Houston and the University of Texas Scholarship Committee. She received her Bachelor of Science degree in Communications from the University of Texas in Austin and she and her husband Mike have three children — Hunter, Hayden and Harris — whom they cherish. She loves sports, travel, films, yoga and trivia.
Chrystal L. Heath joined Knight Planning in November 2016 as our Underwriting Director. She brings over 10 years of experience in the areas of life insurance, underwriting and medical records review. From 2013-2016, Chrystal was with American General as a Life New Business Case Manager. Prior to joining AIG, she was a Health and Life Underwriter for 6 years with both American National Insurance Company and Manhattan Life. Chrystal is adept at creating custom packaged health assessments, ensuring that insurance companies view the health of our clients in the best light possible.
Through her carrier relationships, negotiation skills and passion for underwriting, Chrystal and our KPC team position clients for underwriting success. Chrystal graduated from Texas State University with a Bachelor of Applied Arts and Science and holds the industry designations of Associate, Life Management Institute (ALMI) and Associate, Customer Service (ACS). She is from Galveston, Texas and enjoys biking, trying new recipes and playing guitar. She has 3 Chihuahuas that she adores.