We are passionate about building and servicing infinite banking strategies for our clients. Our team of professionals is dedicated to helping individuals and businesses achieve their financial goals by utilizing the powerful benefits of the Infinite Banking Concept.
Meet our team.
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Brad co-founded Unlimit Wealth in 2023 and has served as a Cash and Liquidity Strategist and Wealth Advisor with Nowlin & Associates in Homewood, Alabama, since 2011.As a former owner of a closely held business, he brings firsthand insight into the unique financial challenges entrepreneurs and families face, allowing him to guide clients with both expertise and empathy.
A 1997 graduate of Birmingham-Southern College, Brad earned his Bachelor of Science in Business administration with a concentration in Finance. His professional experience and commitment to the Infinite Banking Concept have positioned him as a trusted resource for clients seeking long-term financial stability and control.
Outside of his work, Brad enjoys golf, hunting, and fishing with his two sons, Tucker and Jon David. He and his wife, Cecily, are active members of Christ Fellowship Church in Homewood, where Brad serves as an elder.
Licenses & Professional Background
• Life and Disability Income Insurance License (NIPR)
• Series 7 & 66 Securities Licenses
• Licensed in nearly 20 U.S. states
• Authorized Practitioner, Infinite Banking Concept — Nelson Nash Institute
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For nearly 15 years, Jordan has specialized in guiding business owners, real estate investors, and physicians through the implementation and ongoing practice of the Infinite Banking Concept. His work centers on helping clients gain clarity, control, and confidence in their financial decision-making through personalized IBC strategies.
A graduate of Samford University with a degree in Business Entrepreneurship, Jordan built a strong foundation for his work in business strategy and financial systems early in his career.
In 2023, Jordan co-founded Unlimit Wealth, a boutique Infinite Banking brand dedicated to teaching IBC with depth and integrity. Through this platform, as well as the “Save Yourself Podcast,” he works to expand access to quality education and practical insights for those seeking to better understand and apply the Infinite Banking Concept.
Jordan lives in Homewood, Alabama, with his wife, Augusta, whom he met while attending Samford University, and their three children, Raleigh, Pearce, and Clark.
License & Professional Background
• Life and Disability Income Insurance License (NIPR)
• Licensed in over 20 U.S. states
• Authorized Practitioner, Infinite Banking Concept — Nelson Nash Institute
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Mike Schwallie came to Birmingham from Cincinnati, Ohio, in 1993 on a basketball scholarship to Birmingham-Southern College. During his time there, he was a member of the 1995 National Championship basketball team and earned a Bachelor of Science in Business, concentrating in Finance.
Guided by an entrepreneurial drive, Mike co-founded a residential moving and logistics company shortly after graduation. Over the next 12 years, he played a key role in building the business into the second-largest local moving service and the largest retail furniture distributor in Alabama. After selling the company in 2010, he carried forward a deep understanding of what it takes to grow and manage a small business; especially the critical role cash flow plays in driving both day-to-day decisions and long-term outcomes.
About 15 years ago, an advisor at Nowlin & Associates introduced Mike to the Infinite Banking Concept. He quickly adopted the strategy, applying it within his own family’s finances and seeing firsthand its ability to simplify large purchases, create investment opportunities, and establish a reliable framework for long-term savings. His passion for the process led him to officially join Nowlin & Associates in 2014.
Trained and mentored weekly by Nelson Nash, Mike has since helped numerous professionals and business owners implement IBC with clarity and confidence. His approach centers on education, equipping clients with practical economic tools and encouraging them to take ownership of their financial decisions in pursuit of genuine financial independence.
In 2023, Mike co-founded Unlimit Wealth alongside his colleagues, creating a dedicated educational platform designed to teach the Infinite Banking Concept the right way.
Mike and his wife, Cammie, have been married for more than 25 years and have two daughters.
License & Professional Background
• Life and Disability Income Insurance License (NIPR)
• Fixed Annuity License
• Licensed in over 35 U.S states
• Authorized Practitioner, Infinite Banking Concept — Nelson Nash Institute