The Mortgage Planner has been a staple in the lending community on how to process and deliver a great experience for clients and partners. Through Brad’s training and coaching over the years, he now manages and works with his son Brad Roche II day to day servicing and coaching some of the highest level producers in loan originations on a consulting basis helping them systemize and perfect the lending process to gain more market share in there community.

Brad Roche II, Brad’s son, has been around the mortgage business all his life! The Roche family has been in the mortgage business for now three generations.

Brad has been involved in competitive sports, athletic competitions and gaining an edge through hard work and coached tactics to excel. He graduated from UNCW in 2021, after completing, at a young age of 14, Rapport Leadership Training International one of the highest level leadership trainings in the US. He has a passion for getting the best of out people and exceeding expecations they set. He has competed and received awards in Power Lifting and Crossfit competitions personally, but most enjoyable Brad has served many one on one clients in personal fitness training with accountability. He has joined The Mortgage Planner Coaching team and heads the new member sales team as well as sales/marketing management, member experience, and more.