Meet the Team That Will Champion Your Financial Freedom

Driven by the same passion that led him to serve our country, Brandon has dedicated himself to helping individuals and business owners find the financial freedom they deserve for more than 15 years.

A firm believer that each client’s needs are unique and that the adage of “buy, hold and hope” no longer cuts it in today’s financial world, Brandon crafts personalized plans that empower people to pursue their goals. Growing up in a middle-class family in the Midwest, he learned the value of hard work and the importance of responsible financial management.

Brandon started his professional journey as an automotive engineer with Toyota Motors Manufacturing while concurrently serving as an engineering journeyman in the Air Force Reserves for six years, but he soon realized his heart was in making a difference in people’s lives. Today, he is an advocate who insists proper planning is the key to successful retirements.

Brandon is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter® who can offer both investment and insurance products and services. He earned his bachelor’s degree in finance.

When he isn’t helping clients, Brandon loves spending time with his wife, Shala, and their son, Braxton. He also enjoys everything outdoors from boating, fishing, shooting sports and coaching his son’s youth sports.