Anne Cohen Ruderman
President/Owner
Anne is the owner and guiding force behind Progressive Planning. With a steady vision and a client-focused approach, she leads the firm with both professionalism and heart. Under her leadership, Progressive Planning continues to grow, building on decades of trust while adapting to meet the needs of today’s clients.
Anne’s commitment to excellence ensures that every client receives thoughtful guidance, tailored solutions, and the confidence of knowing they’re in expert hands.
Brad Ballard
Managing Agent
Brad Ballard joined Progressive Planning in December 2007 as an Insurance Broker and Partner, bringing a wealth of experience and a passion for helping people protect what matters most.
Since then, Brad has guided hundreds of clients through every stage of planning—whether it’s life, health, home, auto, annuities, long-term care, disability, or beyond. With over 27 years in sales and account management, Brad blends deep product knowledge, strong analytical skills, and a client-first approach to deliver exceptional results.
For Brad, success comes down to three things: outstanding service, expertise you can trust, and the ability to find solutions tailored to every client’s needs.
Call Brad at 1-818-623-3155
Or send him an email
