Brandon has been in the financial services industry for over 20 years, he is an experienced financial executive providing a diverse array of financial services, information, innovation and technological resources to address the individual needs of each client. Brandon’s overriding philosophy is simple: A proper financial foundation is built on wealth efficiency, risk management, control and tax diversification.
Brandon is uniquely qualified to handle the three aspects of financial planning: wealth accumulation, wealth distribution/succession, and tax planning. His holistic view provides advice that seamlessly integrates with his client’s complex personal and business finances. The 3 core tenets that serve Brandon’s focus for every client are: Innovation, inspiration and integrity. The first is his key to success, the second is found in each client’s personal story and the third ensures he’ll always make what he believes to be the best choices for each of his clients.
Brandon’s mission: To educate, inform, and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.